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

To: ahhaha who wrote (13510)	8/4/1999 3:17:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

Totally agree, Ahhaha. Although I don't agree with your constant pessimism about ATHM stock, I agree with your assessment of the BB future. I need to add that in spite of a hidden conflict between ATT and ATHM, ATHM is better off to work with ATT. ATT is the only company that has the capability to help ATHM to realize the grandiose future that ATHM envisions. ATHM must work with ATT and resolve any conflicts of interest, if any. I also agree with you that real cash cow won't be advertising. Advertising may work out well for a pure media company like Yahoo. But ATHM has too much more other venues of cash generating BB applications to need to rely only on advertising. IP based video phone will be a killer app as well as the IP based Video on demand. There are many more that we can't even visualize at this stage. So your assessment of Net being earning's bust is only temporary. There may not be much earnings to go about until killer applications are realized. So the answer to the question of whether Net is a earning's bust is Yes and No. I believe ATHM is the company that is best positioned to create new earnings' stream on the Net.

To: ahhaha who wrote (13510)	8/4/1999 4:58:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 29970

For example, I'm willing to pay $5 - $10 per to watch new films on my tube. Video on demand. Is this not the "killer app" for broadband? Blows all the others away as far as I'm concerned. I'll bet you'll find people willing to pay 50c-$1 to see a TV episode that they missed, or even some obscure old rerun. Then theres the $2 people would be happy to pay to pay "rent" a movie without having to go to the store. So where is it? The technology is perfectly capable. If cable is too afraid to provide it why isnt it on DSL? You'd think TWX would love to provide their inventory of entertainment through Roadrunner. Again and again I say we need broadband apps. Just browsing faster is not enough. Excite is supposed to be nuturing them. Lets not forget ATHM is a content aggregator, not a content creator. If it takes giving Yahoo or AOL space on the front page to get them to start pushing broadband apps- do it. Eric A little side note: My saga in search of broadband continues. I see what is happening to me as representative of your "average" person. DSL is available, but I am too far from the central office. Cable (roadrunner) was supposed to be here in 3-4 months, but I just asked and now they say I have to wait another full year! Sigh.. I guess they can't justify coming to an area that already has competition.