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Technology Stocks : AUTOHOME, Inc
ATHM 22.69-1.7%11:15 AM EST
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To: Paul Weiss who wrote (1404)2/23/1998 6:29:00 AM
From: Roger Bass  Read Replies (1) of 29970
 
'Scalable' is a critical concept. As has been discussed in other posts, even ATHM's value today discounts the existence of *millions* of users of these high bandwidth services.

If you were to multiply the bandwidth per person that these services consume, by that number of users, you get (in the words I think of Milo Medin in some article), 'more bandwidth than exists in Christendom', certainly vastly more than the capacity of existing, or even planned internet backbone capacity. And the solution to this lies not in just building fatter and fatter backbone pipes, (though that needs to happen too) but in having a clever network design that allows these millions of users to be brought onstream, and have broadly the same level of service.

Roger.
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