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Technology Stocks : AUTOHOME, Inc

ATHM 23.75

+0.1%

3:59 PM EST

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To: FR1 who wrote (3456)	12/18/1998 10:20:00 PM
From: ahhaha	Read Replies (1) of 29970

The rossbooks one looks like it will do. I could have contacted you, but I wanted to see if you still cared... TCI is a negative that ATHM must live with. If that merger goes through, then ATT Customer Services will take over. In time TCI and all of its failed structure will disappear. That should be worth about 20 stock points. TCI just doesn't get it in spite of what Hindery says. TCI is still going for the couch potato tv audience. TV advertising is going to collapse. Eventually there will only be pay per view or equivalents. And only one channel. There are several software companies which have local site redistribution or support server clients. It is possible for a server client to be remote, but full speed would be necessary. Given the wise move to restrict unlimited access, there will be a trend to QoS implementation at various levels. The 128k up constraint is the first. Next year Shasta will release routers that will enable QoS for ISPs with opto-electronic bridges implemented in WDM. This development will enable tiered traffic to home web sites and has ramifications for VPNs up to QoS. As usual everything hangs on wire.

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