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Technology Stocks : AUTOHOME, Inc
ATHM 23.81-1.1%Nov 17 3:59 PM EST

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To: Frank A. Coluccio who wrote (4110)1/11/1999 12:05:00 PM
From: Frank A. Coluccio  Read Replies (1) of 29970
 
All, there's an interesting analysis in Raging Bull re:Portals and Cable Modem Services:

ragingbull.com

"Broadcast.com: Will the Portals Dethrone this Streaming Media Giant?"
January 9, 1999 By Matthew W. Ragas, Editor

An excerpt follows:

" Broadcast.com is also vulnerable to the roll out of
"broadband portals" by the cable companies. Just recently,
cable giant Comcast (CMCSA) rolled out
OnBroadband.com - billed as the Web's first broadband
portal geared specifically to DSL, ISDN, T1 and cable
users. Major cable companies such as Comcast, TCI, Time
Warner (TWX) and Cox (COX) have seemingly little to
gain by partnering with broadcast.com in the broadband
arena. These players are more likely to create their own
streaming media aggregation points through their
relationships with high speed Internet cable services such as
Road Runner and @home (ATHM). "

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