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

To: E. Davies who wrote (14275)	8/12/1999 11:00:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

I should let Frank answer the telephony question. He'd love to tell you how difficult it is for the umpteenth time to incorporate voice. Voice has many inherited complications. The Net is hardly stable for IP data. It has to be bullet proof for telephony. Frank... I haven't changed my view about Jing's suggestion that lowering price would attract subs. That argument is completely true, but do you want them? Since the '70s the way to succeed has been to cut prices to gain share. Prices are so low now for most things that companies can't recover their instantaneous costs much less their coming hidden cost of support of all this gained share. Smells like a protracted bear market regardless of the macro environment which I sure certainly won't help. A prudent company needs to stay with their own program and ignore all the clamor for the clever strategy. What is clever is to secure the ship and that is accomplished by making provision to maintain it. If a company extends itself, with this wild scramble thin margin get share approach, you don't have the margins to keep your growth steady. No one in corporate management is thinking like this now. They had better. ATHM will get plenty of share. Who will compete against them? They should have shown up by now. Concede the low end to the intermediate solution. If AOL embarks on DSL, they'll get buried in costs. Few bring up the point that DSL locks you into RBOC. That's paper thin margins and a mass of headaches. You are stuck with that old copper infrastructure. But it is cheap. Let it be. Not everyone wants cable. Good. Maybe that will change when Pure-to-the-PC becomes reality. In the interim cable won't be overloaded. This is a QoS issue which Frank has emphasized for a long time and which fell on deaf ears. Perhaps the cable when suitably fitted with new technologies will be able to carry tiered QoS. That would eliminate copper altogether and any company choking with DSL. I don't understand why you and others are so concerned about how something is said. You put social conformity and acceptance over the truth. Actually I do know. You do this because you are trying to get money out of society, but you think you do this to get along with people. That's rationalization. You can't make any headway with a pack of self deceit. Hard to find anyone calling it like it is since they're compromised by their desires. Does anyone respect the honorless behavior of looking good? They all say they do.