AUTOHOME, Inc Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc

ATHM 24.85

-0.8%

1:52 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jing Qian who wrote (4271)	1/13/1999 9:03:00 PM
From: ftth	Read Replies (3) of 29970

RE: << I will get real worried if AOL cook up something that allow them to ride on cable>> Why? I'd like to hear your reasons, but it seems to imply you don't feel very confident ATHM (especially the @media arm) has any competitive advantage going head to head with AOL in the areas there is overlap, i.e. competing the base content page, and the goods and services links therein. And for Kenneth in reply 4272 (but in a similar vein), why do you (or do you) feel it would be such a bad thing for the consumer to have head to head competition and other choices of service? It forces the creative/competitive juices to flow and could in fact expedite advanced content rollout, as well as improve customer service. When there's no pressure to improve or excel, they won't. A good, confident growth-oriented company eats this opportunity up and uses it as fuel for growth. It spawns products and services that would otherwise not be possible. No competition = stagnation. A company that can creatively squash competition time after time is a much more solid investment than a brat only-child company that's never felt the pressure of competition. Also, just providing piggy-back access (for a fee, of course) to a network with a fixed number of endpoints and a plannable bandwidth requirement isn't the end of the world. No bandwidth is lost. The piggy-back (e.g. leased)services would still not be equivalent because they lack access to the capabilities of the RDC. dh

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next