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Technology Stocks : AUTOHOME, Inc
ATHM 23.48+1.2%Nov 21 9:30 AM EST

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To: Frank A. Coluccio who wrote (3299)12/2/1998 9:08:00 PM
From: sillen  Read Replies (1) of 29970
 
Yes, the cableco's are the gatekeepers and a potential problem for full market penetration. I personally think TCI and the alike was/is caught off guard by the digital revolution/high speed Internet access/interactive etc. The cableco's has yet to define what high-speed Internet access means. They are still struggling to figure out how to bill the ISP's using their infrastructure today. Since the cableco's didn't see the digital revolution coming and didn't believe in the Internet in time they now have to be defensive; by, charging the consumer more for less while their infrastructure gets more and more outdated.

As the last mile "pipewidth" increases Internet/Phone/Tv will merge into one service and that is something the cableco's has to turn their strategies towards in order to stay competitive.

As infrastructure prices come down upgrades will follow and maybe faster with a little help from AT&T. Then again who says AtHome can't partner with a company such as Level 3 for last mile access or am I totally off?

Later

Sillen
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