SI
SI
discoversearch

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: E. Davies who wrote (13253)8/2/1999 4:49:00 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 29970
 
Eric,

I see we're reaching a point of consensus on some of these issues:

"Fortunately there is good money in being a dumb pipe if you have a better pipe than anyone else..."

[and]

"How the transition process will occur is completely a mystery to me. I know it will be unbelievably slow and painful."


Translation in my book, the MSO is best suited to acting like a carrier. Which is what T has always been.

Regards, Frank Coluccio