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Technology Stocks : AUTOHOME, Inc
ATHM 23.21-1.8%3:59 PM EST
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To: Ron Dior who wrote (9049)5/5/1999 8:16:00 AM
From: RocketMan  Read Replies (2) of 29970
 
Ron, before you go mortgage the house, keep in mind that there are tremendous costs in infrastructure enhancement needed to upgrade cable to provide internet to all of those potential subs. And operating such a large network will not be easy.

T has their eye on the telephone portion of the cable business. They can come in and grab the real estate, but they can exit just as easily if the costs become too burdensome or the technology too premature. I still love the potential here, but let's not forget that this is still a high risk investment.

From Bloomberg:

AT&T has a long way to go to prove its bets on cable will
pay off, analysts said. AT&T has to invest billions of dollars to
upgrade cable-TV networks to provide phone services. It also has
to ensure the technology works. Providing phone services over
cable networks has never been done on a widespread basis before,
analysts said.
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