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Technology Stocks : AUTOHOME, Inc

ATHM 24.25

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Dec 12 9:30 AM EST

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To: Frank A. Coluccio who wrote (9316)	5/9/1999 2:34:00 AM
From: E. Davies	Read Replies (2) of 29970

Frank, Thanks much for your postings on this thread. Always full of information. However your information usually leads to even more questions from someone network challanged such as myself, so I'd appreciate a little more insight. I still have never answered the question in my mind where the MSO stops and @home starts, so please correct any errors. The basic spirit of your post is that additional ISP's would need to be inserted right at each individual head end and then assigned a seperate frequency channel. That in itself would seem headache enough to preclude most ISP's from even undertaking the task. They have to run their network to every local headend? That is essentially duplicating the fiber half of the HFC network isnt it? Would this still be true if the functional architecture mirrored what the simple minded view it as? In other words that the MSO runs the local connection and the ISP handles the services like e-mail and content. In that world view all the ISP's would share whatever bandwidth the MSO could provide and conceivably charges each ISP for the bandwidth it uses. After all, we users all share the bandwidth of the internet itself and accept that as a simple fact. Would this work? Is there a central point to which the MSO brings its data where the connection to @home is made? Or does @home currently go out to the headends. Is it possible within the routing structure of IP to take a data stream and split it out to different locations depending upon who the originating customer is? I suspect this goes to Ahhaha's origional concerns about "tearing the internet apart" as you put it. Is it possible to meter bandwidth here? Who is currently responsible for control over the customers modems, the MSO or @home? Finally because I'm out of time-- do you know what % of "upgraded" wires will have the bandwith 750Mhz-1Ghz available? I assume its dependant upon what kind of coax wires have been strung. It seems you say this bandwidth is available for bidirectional use. Can it be used for upstream internet service or only voice and digital TV as you implied? Thanks for whatever feedback. Eric

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