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Technology Stocks : AUTOHOME, Inc

ATHM 20.93

-3.2%

3:59 PM EST

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To: ahhaha who wrote (8945)	5/3/1999 12:53:00 AM
From: E. Davies	Read Replies (1) of 29970

>>What in your vision is the value added of @home? In what way are they special that matters? Before you came on this thread I spent 1,000,000 words explaining that over many sneering objections. Practically none of them are still around. Times have changed and things are no longer the same. What most consider @homes advantages have been mutating into different advantages. As you say they no longer have a significant technological lead, though I'm still not clear why they needed TCI to maintain the lead. They may no longer have the unswerving allegance of a coherent cable partnership (though even without Comcast & UMG they are plenty big) The purchase of Excite requires that ATHM be successful in the content domain or half of the company was given away for nothing. DSL maintains just as much a possible competetive position for "midband" as it ever has, maybe more with advances in DSL technologies. Our discussion seems to show "midband" (<1Mbit in my definition) is roughly all the internet can handle at the current time anyway. I still believe that ATHM has big advantages and big potential, but I'd love to hear a summary of what any deep thinker such as yourself out there feels as well. Eric

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