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

To: shaun gehring who wrote (15142)	9/7/1999 10:21:00 PM
From: tom offenbach	Respond to of 29970

Shaun/Eric/Solid, In room access has been in the works for quite a while. Extremely well capitalized companies such as 4th Network have failed to produce results in this space as it is a tricky space to be in. Often the hotels will sign contracts with companies like OnCommand, LodgeNet and even the MSO's. Typically these contracts state that these parties own the transmittion rights to the infrastructure in the hotels and pay commissions to the hotels for fees paid by the travelers. Coax is usually the medium of delivery used by these companies and thus positions them to take advantage of its underlying benefits and local architecture. My point is that @Home doesn't really provide any unique value other than its broadband content so I doubt that we'll see any great things in this space. -t