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Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 9:30 AM EST

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To: Frank A. Coluccio who wrote (4023)	1/9/1999 11:49:00 PM
From: ahhaha	Read Replies (1) of 29970

The number of things ATHM is not is infinite. It is hopeless to find the thing that it is not which it thinks it is. This is not a presumptive company. They don't push vaporservice. Since it is difficult to supply the public demand for their product, they don't even push their service. SONET is only temporary. Transport protocol isn't very important when you are trying to achieve a presence, any presence. As ATHM's network develops some scale operational maturity, demand will drive them to upgrade to IP only. This isn't particularly difficult or expensive. ATT has stated they will build a firewall between VoIP and broadband. This neutralizes regulatory concerns and maintains the private system status of ATHM's delivered broadband. How much a critical need costs is not relevant. The money comes from where no one expects. There are no conflicts between ATHM and the cable partners. ATHM's success leverages whatever they do. It is good that ATHM is not an access company per se, but it is getting all the provisions in place anyway. The only other competing technology to cable is DSL and it is far more lumpy even if it is substantially built. That's highly unlikely given its higher cost and inferior quality. It's a technological dead end. Why would anyone want to preserve copper when the long haul is going to fiber? Broadband makes replacing short haul copper imperative to communications companies intending to survive at any cost. That's usually the cost of survival. A discussion about ATHM's coming Pure net isn't premature. It has already occurred. A Pure solution would strand them in a superior product. It is not they who must talk to the outside, rather embedded elements must talk to them even if they have to re-arrange their faces. Such elements must come up to the superior product or build an equivalent that inter-operates. No one believes that ATHM's network will arise instantaneously. That is neither desirable nor possible.

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