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

To: ahhaha who wrote (13215)	8/1/1999 2:32:00 PM
From: KailuaBoy	Respond to of 29970

AH, Thanks for the responses. Regarding the parts that weren't clear: > Do you see that they will be convinced to play elsewhere or adjust > the split and squeeze @Home? > Elsewhere where? Elsewhere like with another company. AOL, MSFT. Replace Comcast@Home with AOL broadband over Comcast infrastructure. > I want to begin to get a handle on the dynamic that will play out in > 2002. >Not possible and not constructive. This statement appears to give your opinion on the whole post. It would have sufficed. > I believe that @Home will be playing a dangerous game in the next > couple of years. >What game is that? That game is for ATHM to resist being just the company that rolled out the broadband for the cable companies. If ATHM isn't more valuable than that they will fade as the networks are in place and the CFO's begin looking for the 35 cents that goes to ATHM. > @Home must leave the cable nest at some time in order to be able to > become truly connection agnostic. > All religions believe in the same god though each uses a different > name. Because someone uses the name Allah, does that mean they are > not calling god? It's better to believe in Att than to be agnostic. Warmed over philosophy. The question was referring to ATHM offering DSL, dialup, cable, tin cans, whatever to get to the customer despite having cable beginnings. That can cause friction with the cables as they see anything other than cable as competing technology that should not be encouraged. > Does equity in @Home outweigh revenue split and switching cost come > contract time? > This question is incoherent. ok. > How does @Home leave the nest when the parents have the ability to > disown every couple of years? > Are you dependent on your inheritance? If so, I'd suggest getting a > job. For the rest of the thread, this question was regarding cable companies contracts with ATHM. I believe that opportunities for other companies to replace ATHM will come up around contract time. > I'm trying to convince myself that @Home has or will have a sound > independent foundation for growth. If this company is going to idle > every time AOL, MSFT or my grandmother announces that they are in > talks to buy or partner with a cable company then that is a serious > disadvantage. > The rest of what you wrote I wasn't able to decipher. I figured as much. KB