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Technology Stocks : AUTOHOME, Inc

ATHM 23.38

+1.2%

Dec 4 3:59 PM EST

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To: Frank A. Coluccio who wrote (9997)	5/31/1999 8:41:00 PM
From: E. Davies	Read Replies (1) of 29970

For example, if AOL contracts to be the exclusive tenant on the DSL service, thus partnering with the RBOC and returning a portion of the monthly subscrition fees in order to allow the RBOC to recover their costs, can the end user then use that same DSL connection for other purposes If AOL has truely contracted to be "exclusive" then I suspect you are stuck with just AOL. However that wouldnt really be a smart thing for AOL to do. Despite the fact that there are many who think AOL is the net there are also a lot of people who have AOL as a legacy account. Someone in the home needs a better quality ISP or access to the network at work and someone else is "comfortable" with AOL. They know how it works, they have friends online that they like etc. Too much trouble to switch to Excite, way to much trouble to change the email@aol.com so they pay for two accounts. When the price doubles for DSL people may not be willing to pay for two accounts anymore. The trouble to dump AOL wont be so big anymore. AOL has to have some form of "openness" where they allow the DSL line to be used for other purposes. How technically feasible is this? Straightforward or a little messy? Eric

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