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Technology Stocks : AUTOHOME, Inc

ATHM 23.14

+0.2%

12:04 PM EST

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To: ahhaha who wrote (8912)	5/2/1999 4:35:00 PM
From: E. Davies	Read Replies (1) of 29970

You say providers need to get their provisions closer to users. Closer in space? I mean closer in the network space for performance reasons. I mean on the @home network. I'm fumbling here to find basic precepts about the value of what you call the @network. You say(as I understand it) 90% of copper ISP problems are related to overload of the backbone and that @homes 'bone is essential to its functioning. Yet Frank says the backbones have (or will have) more than enough bandwidth to handle broadband. Dave Horne once posted that his @home connection was commonly about 200k through to the net and up towards 1.5meg internal to the @home network. Thats a profound difference if it continues to the future. In my estimation if the @network contains a significant performance advantage over other broadband isp's who dont have a national presence then (and possibly only then) can @home derive significant income from advertising and e-commerce generated from its broadband content. Otherwise why would anyone go to the @home home page? Thats why this issue is so important to me. You say ATHM is a content aggregator. Let's hope they don't become that because it sounds like a content foister. You lose selectivity. Do you like AOL's presentation? I almost hate to respond to this to distract from my bigger issue above, but this is related. I see no way @home can possibly justify its market cap and the market cap I would like to see it have purely through subscriber fees. Anyone who has done the math can see that, even if you assume huge penetration and that people will be willing to pay the current $40/month. They need other sources. @work, @media, excite (like it or not), etc... I hate AOL's presentation, but guess what? 17 million subscribers and growing find AOL's presentation good enough, and AOL makes a lot of money outside of subscriber fees. On a final note: I ask again. Especially since you say RR has an inferior technology what value does Comcast get in leaving @home? I need a couple concrete examples to understand. Eric

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