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Technology Stocks : AUTOHOME, Inc
ATHM 24.92+0.3%Nov 12 3:59 PM EST
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To: Frank A. Coluccio who wrote (4023)1/9/1999 9:32:00 PM
From: Jay Lowe  Read Replies (2) of 29970
 
Thanks for your excellent work on the ATHM thread.

I've copied your latest "little confused here" and plan to spend some time with it ... my initial sense after two readings is that I agree in your assessment of the bandwidth dynamics and *perhaps* do not agree with ... what? ... the implied skepticism as to ATHM's potential for a enduring gatekeeper position? I need to reread what you've said and think about it some more.

The questions I have for myself are:

-- Does ATHM's relationships with it's partners cut it enough slack to create an intrinsic and defensible value position for itself?

-- What are possible business elements of ATHM's value going forward?
---- as ISP?
---- as broadband technology provider?
---- as portal?
---- as content provider (broadband-specific / multimedia )?

-- What unique business advantages does ATHM have?
---- terms of relationships?
---- natural dynamics of relationships?
---- proprietary values?

-- What are the dynamics of change for ATHM going forward?
---- hardware changes (optical, wireless, etc)
---- how do new service trends (esp. VoIP) affect relationships (esp. T)?
---- does ATHM show skills necessary to navigate chaos (as AMZN, AOL have done)?
---- can management develop and grow critical relationships?

-- Specific issues
---- How will ATHM address QoS issues (the forthcoming QoS "balloon payment")?
---- Can ATHM create sticky customers?
---- What about the quality of customer service from TCI, etc?

These are my initial thoughts ... I'm just starting to get familiar with ATHM's story ... and look forward to feedback!

I suppose I'll look at their business model next, make my own spreadsheet which includes the larger context in which they operate, and see what numbers fall out with different assumptions.

I find your comments delightful, provocative, and inspiring, Frank.

Your action improves the quality of my action. This is profoundly appreciated.

Thanks much!
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