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

To: ahhaha who wrote (11550)	6/21/1999 2:14:00 AM
From: E. Davies	Respond to of 29970

I'd send a memo out across the company ordering everyone to see cable in a different light, a separate and distinct light. A little healthy competion is good. Will make ATHM push that much harder to provide a quality service. I think it will push them to provide better service for the SOHO market for example. You are suggesting that the only way to improve DSL is to call cable DSL? Yup. You just wait. Fiber to the neighborhood, DSL to the home. Only when cable pushes them hard enough though. DSL already has the market because AOL has the market Not yet. So far DSL is behind cable in the rollout. Stop cable for a year to resolve "open access" and the picture would be completely different. Why does believing ATHM faces potential stiff competition mean I should not be long it? Competition is good remember? The real competition is not DSL vs. cable, it is mid/high band vs. dialup. What counts the most is creating an internet where broadband has enough value that everyone wants to switch to it. Eric