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Technology Stocks : AUTOHOME, Inc

ATHM 23.76

+1.2%

Nov 28 9:30 AM EST

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To: Frank A. Coluccio who wrote (10567)	6/6/1999 1:07:00 AM
From: ahhaha	Read Replies (2) of 29970

Looks like HSA is taking Road - Runner's role. This opens a hole into AOL's top line though their subscriber base is limited currently. HSA also presents a viable competitive alternative to ATHM. I wonder if Portland is investigating this possibility? Another question is how well does their service scale. I get the feeling that they have delimited their downstream so that they can position themselves against DSL without overloading the local loop. It also seems they have a weaker distribution superstructure so that they are a junior ATHM rather than a competitor. Probably they couldn't handle the full scale at least not yet. I knew about this development, but I didn't know they had MSOs aboard and were installing. I note that some of their MSOs are cable partner jumpers. Wonder if Comcast and COX are watching? T may end up with TCI. Some buy, Michael.

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