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

To: ALTERN8 who wrote (15008)	8/30/1999 6:29:00 PM
From: MIKE REDDERT	Read Replies (2) \| Respond to of 29970

There is one notable difference... @Home users logged onto Excite as their first offering, and thus experienced voice chat over a cable modem. OTOH, YHOO users would probably be "turned off" by the slow speed and low quality connection offered by dial-up... conversations are very very garbled. Most businessmen know that once you alienate a customer, it is very hard, if not impossible to get them back. I think the street is coming to realize the advantages that ATHM has with that big pipe. YHOO has the content but not the means to make it work. ATHM has both. AOL is beginning to look like a "child's toy" compared to the broadband content that is to come. I know that most of us have seen companies, with "high potential" products, which never really made it big. In most cases this was because there was some "bottleneck" between the developing company and the end user. In the case of Excite@Home, and considering the contracts now in force, I think we now have a company that has a "clear path" all the way to the end user... no bottlenecks. I'm betting on that. Mike