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


To: ahhaha who wrote (13552)8/4/1999 10:01:00 PM
From: Jing Qian  Read Replies (2) | Respond to of 29970
 
Ahhaha, Competition is good if you are beneficiary. Competition is good if the competition is an inept one. But a competition like that of Intel to AMD is no inept one to AMD. A competition like of MSFT to Novell is also not inept one to Novell. Both AMD and Novell will probably never recover from now on. So, how in the hell do you expect ATHM can successfully beat out AOL if all the exclusivity is taken away? If you own a business and do a potential damage analysis, you will never let AOL come in to your cable. The question is simple, if AOL enjoys the same thing on the cable as ATHM, why do you need ATHM?
If AOL get the chance, I am sure the first thing they will do is to sabotage ATHM's transmission that leads to slowdown of ATHM's growth.

I don't have blind confidence in ATHM. A major reason I bought this stock is that they have exclusive agreement with MSOs. And I don't think this exclusivity is possible to be given away anytime soon.
Ahhaha, I just can't see how ATHM can be on a level playing field with AOL's 18 million subs once the cable is accessible by them. You seem to avoid this question all together, but keep preaching vacant "competition is good" slogan. But how can you convince me and the others that the competition from AOL won't get ATHM killed in its infancy?? If you can't even convince a guy like me with an open mind, how do you expect others to accept that?