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


To: MIKE REDDERT who wrote (14806)8/22/1999 10:59:00 PM
From: 10K a day  Read Replies (1) | Respond to of 29970
 
Hi Mike
interesting,...
People want it simple.
AOL could fall flat on their face,
and develop no Broadband plan,
and still have 50 percent market share
for a very long time,
and possibly increase market share,
just from oversees growth if played correctly...
Is the BB rollout too slow all around?
I need some numbers,,,
I'm just too skeptical of this rollout speed,
i remember aol adding 10K a day,
and everyone screaming that this was the top,
and subscriber growth would suddenly come to
a screaching halt....



To: MIKE REDDERT who wrote (14806)8/22/1999 11:09:00 PM
From: 10K a day  Read Replies (1) | Respond to of 29970
 
and while AOL may have it on the "drawing board", I have yet to see their work in this area>>

Mike -- I think AOL has strength and options
to the degree that they don't play their cards,,,,
If it was to their advantage to play their cards right now,
they would do it,,,
they are trying to act out of strength,,,
if the BB rollout is slow enough,,,
what is the use of swallowing someone now,,
and paying for all of the mistakes
and trials and error
and growing pains,,,
IMO...Case Is a genius a Huge Risk Taker
and a Marketing Behemoth and he will do what he needs to do when it is to his advantage...