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

To: Frank A. Coluccio who wrote (12884)	7/23/1999 7:57:00 AM
From: John Carragher	Respond to of 29970

Frank, do enjoy your frankness<g> Makes sense phone companies won't be spending money where you don't have the option of going to cable. thanks John

To: Frank A. Coluccio who wrote (12884)	7/23/1999 9:59:00 AM
From: Stephen L	Respond to of 29970

Frank, I once again defer to your expertise. Have you seen or can you provide a good description of ATHM's current business plan and/or an assessment of how it would fair in a more competitive open access environment. It is my understanding that ATHM provides a solid cable base ISP service plus the various on-line retailing services that fit the old shop at home model. It was good to hear about the iMall acquisition and I hope the recent volatility of the stock is a wake-up for management to continue to cultivate the evolution of their services. I did find Merrill's assessment that 30% to 50% of ATHM's value is due to the exclusiveness of their contracts with cable providers (perhaps this was true at peak values last year), but I have no way of countering that arguement. My gut response is that ATHM should have a large enough first mover advantage and creative enough management to be successful in a more competitve environment. I would be greatful if you would play devil's advocate and share your thoughts as to what ATHM would look like and how they would perform in a world of Open Access. Thank you in advance, Steve

To: Frank A. Coluccio who wrote (12884)	7/23/1999 11:12:00 AM
From: pass pass	Respond to of 29970

If wireless (terrestrial or satellite) is so imminent, why Loral doesn't go anyway? In theory, LOR could be the CSCO in the sky. I highly doubt wireless theory: Each satellite transponder has on average 36MHz bandwidth, that's not enough to support multitude of simultaneous downloads. How many satellites have to be launched to support millions of users?

To: Frank A. Coluccio who wrote (12884)	7/23/1999 11:51:00 AM
From: E. Davies	Respond to of 29970

Fortunately because I have DSL in my area I will have cable in my area too. Cable has better reach, so I will get cable. I'll bet DSL prices drop when cable arrives too. One more tiny validation of the @home model. Eric

To: Frank A. Coluccio who wrote (12884)	7/23/1999 5:47:00 PM
From: GraceZ	Respond to of 29970

Frank- Its funny you put it this way I say that because if you don't have and will not be getting cable for some time, then dsl wont target you for lack of a competitive threat from cable. because when I was trying to get Comcast to run cable up my 1/4 mile driveway, at first they said no way...then when I talked with someone higher up, I said, "So you guys are effectively throwing this whole segment up here to the satelite guys? It doesn't make much sense when I see 1/2 million and million $ homes going up every day. You guys would give that up without a fight?" Of course, I've told the rest of the story before where I offered to pay a large part of the cost and eventually they decided to do it for free. Its a close equivalent to what a home improvement contractor does, ever notice how they start your job (rip out a wall or whatever) then they disappear? They know they can't work on your job right then....but now you can't call anyone else in to do it. The guy who is stuck waiting for cable because he can't get DSL, is stuck waiting for it...the guy who can call up someone else is going to get it as soon as possible. Makes perfect sense when you have a grab for market share.