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Technology Stocks : AUTOHOME, Inc
ATHM 23.110.0%10:24 AM EST

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To: DownSouth who wrote (8885)5/1/1999 4:16:00 PM
From: E. Davies  Read Replies (2) of 29970
 
ATHM users will experience much faster throughput than dial up and most xDSL services
xDSL is of course central to my concern. If xDSL is fast enough to shift the burden to the backbone then cable has no advantage if cable also depends exclusively on the backbone.
The marketing claims of xDSL that you "dont have to share bandwidth with your neighbors" is of course in most ways untrue, but it has a very powerful appeal to it. @home will need to create something with similar marketing appeal to compete effectively with dsl.
Similarly dial up isp's will continue to compete based on price until @home can get serious about generating revenues through advertising and e-commerce. These can only happen if @home can provide something on its portal that people find worthwhile. Again being able to be better than the backbone will give that portal a advantage.
ATHM needs to be able to become much much more than just an ISP in order to justify its price and the price I hope it will achieve. They know it too and have grand plans. I hope they can fullfill some of those plans.
Eric
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