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Technology Stocks : AUTOHOME, Inc
ATHM 24.34-3.4%3:59 PM EST
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To: Jay Lowe who wrote (5477)2/17/1999 2:43:00 PM
From: ahhaha  Read Replies (1) of 29970
 
You got this wrong. RR will not merge and ATHM should seek to avoid any intention of doing so. It is the existence of alternative cable providers that makes cable a market not necessarily hostage to copper common carrier status. It makes cable a competitive market ipso facto.

T has effectively started to build the firewall between cable IP telephony and cable broadband in the terms of the deal it has recently concluded with TWX. The essence of the deal is "hands off" wrt cable service. This continues a growing standard of separating cable and copper infrastructures both physically and legally.

There is no economic sense for RR and ATHM to have a joint interest unless it is the market individuation vis-a-vis copper.
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