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Technology Stocks : AUTOHOME, Inc
ATHM 23.81-1.1%3:59 PM EST

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To: Ron Dior who wrote (10274)6/4/1999 5:02:00 PM
From: Triffin  Read Replies (1) of 29970
 
Ron Dior .. ATHM

A couple of thoughts ..

I'm a TV subscriber of Cablevision of CTs or CVC ..
one of the corporate owners of ATHM ..
CVC just spent a-bajillion $$$ to upgrade the
old co-axial cable to fiber-optics so they could offer
high speed i-net access to people like me via ATHM ..

If CVC must make its cable plant available to alternate
service providers other than ATHM ie SOFN, HSAC, WGAT,
or allow any ISP to re-sell ATHM services ie AOL, ELNK,
MSPG .. what happens at the head-end to house competing
service providers equipment and who compensates the
cable companies for the investments already made in
upgrading the net works if they are eventually going to
be declared common carriers with mandated open access ??

One thing is for certain .. the lawyers will get
richer and the little guy gets screwed by having to
wait for this process to drag through the courts
Watch ATHM's future subscriber growth rates ..

Right or wrong Wall St. always sells first and
asks questions later ..

Jim in CT ..
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