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

To: GraceZ who wrote (12493)	7/16/1999 11:26:00 AM
From: Frank A. Coluccio	Respond to of 29970

Grace, thanks for taking the time to put that post together. My point in asking you when T will have completed their rollouts and upgrades, of course, was that they will never be complete. Instead, and even as opposed to scaling back at some point, the impetus will likely be to go into even more accelerated modes of deployment of new capabilities as time proceeds. Any service provider (especially today, with the next level of bandwidth demand always on the top of yesterday's priority list and today's urgently critical mandates) that declares their network complete, or anywhere near it, may just as well close their doors. In other words, there is no holy grail that will facilitate such a level of finality in this sense, only the opposite. I still maintain that a primary area of concern for ATHM investors will be the conflict that will surely materialize between T's loyalty to ATHM, and the temptations to serve all others as a common carrier normally does. There is no direct relationship between T's motivations to satisfy ATHM investors only, and their need to fill their ever-growing pipes in any way that they can. What's T all about? T is not bound to the mission of ATHM's sole dominance in the residential access market as much as they are about filling up some very fat pipes wiich they are laying and widening every day. And those pipes increase in diameter with each passing trial. In the end it's all about motivation and the potential for conflicts of interest which I laid out the other day for Big Investor. Please review what I stated in that post, and comment on the issues as you see fit. Thanks. Message 10497961 Regards, Frank Coluccio