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: yihsuen who wrote (12080)	7/5/1999 12:49:00 PM
From: gpowell	Read Replies (2) \| Respond to of 29970

1) Does cable modem, packaged with other cable services, really provide better deal for consumer as most of us here believe? If the answer is no, then why are we holding toilet paper such as ATHM? I don't have DSL available in my area, but the confrontation has started in Bay Area, and that will be fun to watch. Assume DSL garners greater market share. At what number of users does the internet slow down to a crawl for everyone. ATHM designed their network architecture so that data access speeds could (in theory) be scalable to any number of users. They have had two years to tweak their system design - no other ISP has ATHM's experience. In august ATHM begins to use AT&T's new backbone, which consists of 2 OC-48 fiber optic lines capable of 2.5 gbs each, we should soon see the value of the RDC's and caching computers. In a choice between DSL and Cable, in the Bay Area, I have the feeling that DSL will have higher demand. Although on the peninsula most of the copper lines are old and optimized for analog voice quality, so it may come down to which service is available. I know your joking but ATHM stock value will never approach that of toilet paper because at the very least they're still providing @Work services to 2200 businesses (as of Mar 31; up 30% from Dec 31, 98).