SI
SI
discoversearch

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: gpowell who wrote (11473)6/19/1999 1:11:00 AM
From: sillen  Read Replies (1) | Respond to of 29970
 
I think that T/ATHM is just trying to protect their investment. And somehow I don't think it might take as long as people think (Moore's Law). They too know that in the long run there will be open access..no more..no less. But right now the FCC's opinion is based upon the fact that there are multiple ways to provide broadband access to the consumer. There might not be a competitive environment within the cable broadband access market itself, but that is not what the regulators are looking at today. I do think there should be imposed deadlines and quotas that needs to be met for consumer broadband cable access to expand in a fashionable way.

Also if you read ATHM's annual report there are various services that are currently not included in ATHM's agreement with the cable cos such as Internet telephony, Internet videoconferencing and various multimedia contents.

Short term ATHM will be monopoly of Internet content for broadband cable access...long term as new technologies develop and markets open a competitive environment is the only possible outcome.

In 5 years, if the industry just could agree upon a standard, the Internet will be one large database (XML) where content will be key.

Later

Sillen



To: gpowell who wrote (11473)6/19/1999 1:09:00 PM
From: ahhaha  Read Replies (2) | Respond to of 29970
 
No. The distinction between markets is not being emphasized. It's the crux of the legal issue. Airlines and trucking handle much of the same carriage, yet they are separate and distinct markets. The FCC is saying the two markets which they understand as one must be competitive and serving of the nascent BB market. Notice I failed to say BB marketS. It's a bad habit and it's going around.



To: gpowell who wrote (11473)6/19/1999 10:58:00 PM
From: Panita  Respond to of 29970
 
Transcript from this week's Moneyweek: Terry Keenan (CNN) asking David Alger:

KEENAN: So, David, what's your home run hit?

ALGER: Home run hit -- well I think that, you know, any of the big Internet companies over the next five years will do well. AOL, Amazon, Yahoo!, and I think probably @home is probably the best of the lot, because I think that's the most exciting area, the cable modem.

cnn.com