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Technology Stocks : AUTOHOME, Inc
ATHM 24.84-0.8%Nov 11 3:59 PM EST
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To: RocketMan who wrote (5434)2/15/1999 7:28:00 PM
From: Jing Qian  Read Replies (3) of 29970
 
I agree 1999 will most likely be the year of talking broadband and
2001 will really be the year that cables get into every households.
Just like AOL 5 years ago, a lot of talks about Internet, but the subs hasn't caught up in those years, only the last two years AOL see exponential growth. @Home will have to go through these period.
But I believe @Home will see less of a pain as experienced by AOL in its early years. Most thanks to increased customer awareness of the importance of Internet. And I don't think it will take @Home as long as AOL took to reach total success. Late comers always benefits from the pioneers. Not fair but true.

I don't think FCC will force open the fortress door for couple of years.
By 2002 or 2003, FCC may force ATT to open the cable. But hopefully @Home would have established itself strong enough to ward off the threat from likes of AOL. May be @Home can provide killer applications like Digital video on demand so successfully that customers don't see a need to switch back to AOL. 4 years may be enough for @Home to establish its brand name, and render AOL obsolete. However, all of that depends on AT&T as well as @Home to execute their plans accurately and wisely. No screw ups.

PC World did voted World Net as the best dialup ISP around. If you don't believe it, go read the March 1999 issue.
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