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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (10835)	6/9/1999 12:45:00 AM
From: Nicholas Thompson	Read Replies (2) \| Respond to of 29970

nytimes article... nytimes.com

To: Boplicity who wrote (10835)	6/9/1999 12:52:00 AM
From: Rippletum	Respond to of 29970

It seems that subscriber growth is the only thing that is going to move this stock. Does anyone know someone who works at Athm and can give some insight as to how many subscribers are being added weekly. monthly? What are the company employees hearing from their customers, are they satisfied, are they recommending the service to friends. Once someone on the block gets it how many people else on that block want it. What is the sign-up rate when an area is made ready for access? When can we expect do it yourselfers to be able to install the modem and start the service without a truck roll? Is T providing service all at once in a geographic area or node by node at a time. How much of Athm's partners' cable systems have been upgraded to two-way athm ready access, what percentage and what percentage is supposed to be ready by the end of this year, the middle of next year, etc. Hope someone can answer some of these more mundane but important questions. Thanks

To: Boplicity who wrote (10835)	6/9/1999 8:00:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 29970

Greg, borrowing from the superhighway analogy, by lane count I simply meant the number of physically discreet paths that could be used. Channels would have been a better word. I should have also pointed out that there are "virtual" techniques that actually could be used to create virtual channel capacity, in the way of coded subchannels on existing 6 MHz downstream, but like I said, this can get very crowded, very fast. As the 750 MHz and 1 GHz upgrades come to completion, other level channels in this new digital region may free up in the future to allow other ISPs in, but this would be done at the sacrifice of what the MSOs already had slated for those channels (interactive services, HDTV, voice telephony, possibly some educational services, etc.). This is the upper digital region of the spectrum I'm referring to here. This region was designed a long time ago by CableLAbs and the MSOs, and you can rest assured that when it was designed, AOL was not the primary intended beneficiary. Regards, Frank Coluccio