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Technology Stocks : AUTOHOME, Inc
ATHM 21.76+3.6%1:26 PM EST

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To: Jing Qian who wrote (6177)3/12/1999 12:14:00 AM
From: FIRENZA  Read Replies (1) of 29970
 
AOL's news does not=BROADBAND

I actually welcome all the ill informed posters here on the AOL highspeed issue. It just means that we are
early to a party that will be a blast over the next several years in ATHM.

AOL announcing these "highspeed deals" is nothing more than hype by AOL. See they are locked out of
Broadband. Broadband is a very different thing than highspeed, be it ADSL, XDSL or whatever. For these
local bell solutions to work one has to be within 3 miles of the central switching station. I don't see the
RBOC's being able to raise the kind of capital it takes to place these stations every three miles or the rest of
the infrastructure needed. (Especially once they start to lose the billions from ATT for use of local lines)
ATT will offer local phone service over the cable lines, strangling billions in revenue out of the RBOC's.
Armstrong's plan is very thorough. It also means that the RBOC's will have to invest billions to get the
system in place. And all that does not even guarantee that it will work. Even if it does it will cost way more
than ATHM which is BROADBAND. 100X FASTER than current dial ups. DSL offers at best 10 times the
speed, and again way more expensive.

So AOL is making desperate announcements that most of you seem to confuse with access to broadband. IT'S
NOT BROADBAND. IT'S NOT NEARLY AS FAST. IT'S NOT EVEN READY TO ROLL OUT. IT'S
NOT PROVEN TO WORK

It makes for good press releases, especially when the majority of readers don't know what they are talking
about. They remind me of the very same people who told me back in 1993 that AOL would never beat
compuserve or for that matter show a profit. One of the people who told me AOL would flop was actually an
investment banker who had been involved with the original AOL IPO. lol

AOL HASN'T SOLVED THEIR PROBLEM. THEY ARE TRYING TO DUPE THE PUBLIC INTO
THINKING THEY HAVE THEIR HOUSE IN ORDER.

THEY DON'T.
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