Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DavidCG who wrote (11224)	6/14/1999 4:01:00 PM
From: Frank A. Coluccio	Respond to of 29970

David, A perception works fine until the concepts behind it have to be tested in the real world. The perception, granted, is very real, and could cause some momentary (at least) havoc on prospects here. And proving them wrong at some point in the future may not result in a remedy If you take the caveats that I presented in my preceding message to task, then the GTE claims fall apart. It's not the same kind of playing field, by any means, when they don't have a robust offering of their own. Instead, in this instance, GTE is the cable operator acting in the capacity of a common carrier of services for ISPs. Which gets back to an old argument here, and that is, should the MSO be a facilities based service provider (custodian of the last mile only, providing common carriage), or should they be involved in the delivery of their own proprietary content (through consortium here) as a partner in an ISP venture? Comments welcome. Regards, Frank Coluccio