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Technology Stocks : AUTOHOME, Inc

ATHM 23.86

-0.8%

3:59 PM EST

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To: ahhaha who wrote (9248)	5/7/1999 9:33:00 PM
From: E. Davies	Read Replies (3) of 29970

Your plan is based on the assumption that limited resources infrastructure buildout is the primary limitation in reaching new customers. I'm not so sure that is true. AT&T has already proven it has far more access to cash than AOL ever could imagine. Excluding TCI's foolishness doesnt it really appear that there is simply a finite speed that people can develop complex things regardless of how much $ is thrown at it? As an example, look to how the speed of signing up new subscribers is limited by the number of qualified installers. I can see the argument makes sense in the realm of building cable into new areas where the density is significant enough to justify it. But isnt that really primarily in business areas? AOL wont get much benefit from that, nor the RBOC's. How many places are there that have not been cabled because the return wasnt there that would have a decent return now using the cable for BB? What happens when the infrastructure is built? Does AOL et al. still get free access? Isnt a cleaner solution the one that everyone with common sense has been suggesting all along in one form or another, that the ISP's and @home work out a joint marketing agreement. $40 to use @home, $5 a month extra if you want AOL. Or assuming you could resolve the technical issues of multiple ISP's over the wires why not just have AOL to pay $x/month/customer for access to the wires. The profits would go into building infrastructure anyway, wouldnt they? The only reason AOL doesnt want to go this way is that they think that they can force the regulators to keep the price down so AOL can make a government controlled profit. Eric

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