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

To: CGarcia who wrote (16026)	10/7/1999 7:55:00 PM
From: JayPC	Read Replies (1) \| Respond to of 29970

Say, oh, 55 million cable customers (with its partners in @HOME), and millions more long distance customers. Many of whom at some point will watch TV, make phone calls, and surf the net via Cable. Here's a scenario. One bill for your communications needs. You pay a flat rate and get TV, Internet, And Telephone included. Think of it this way, you could pay HBO $5.00 a month, Showtime $5.00, Disney channel $3.00, Playboy $8.00 a month, or you could pay your cable provider $15.00 a month for all of them. One day TV, ISP, and Telephone will work this way too. If you go with the package you will save. So, you could pay AOL 19.95, Your local Phone co 29.95, your long distance carrier long distance calls, your Cable operator 39.95. Or you could play ATT 79.95 for all of it. If the infrastructure is already in place for other cable applications, how much does it cost to provide long distance telephone? Not much. What if Long distance calls in the US were free as part of the package? This is what T has to offer @HOME. Being part of a killer package. AOL still has to rely on others to actually provide their service. Jay

To: CGarcia who wrote (16026)	10/7/1999 7:56:00 PM
From: KailuaBoy	Read Replies (1) \| Respond to of 29970

> Now can you explain to me what T actually has to > offer ATHM? Pipes.

To: CGarcia who wrote (16026)	10/7/1999 8:43:00 PM
From: Matt Brown	Read Replies (1) \| Respond to of 29970

I just heard all of this (don't follow big caps much) The way it looks to me is that both arguments are good.. T would use ATHM as an expansion into the online markets because they have no presence there yet..Gotta catch the wave man! Plus, T needs a portal and this kind of new face. they need something to lift the face of boring ole AtT .. come on think about it..phone lines are going to be out of date soon and this Voice over IP will EVENTUALLY rule over tradidtional lines...Watch..why not get in now? AOL will use it to expand it's customer base, have a better portal that peole besides AOL users use..AOL's sucks..EXCITES is good. Plus, think about it..AOL has horrible connections rates as far as busy signals and speed..it's not enough bandwidth mojo! So, they need the bandwith and the appearance..plus, they always got to stay one step aahead and 10billion$ ahead of everybody else to be the leader.. So really both options are legit arguments and would do both companies some good...especiallly AtT!! Heck, maybe AOL will buy out AtT and XCITEATHM..that way, either way you dialup or connect, AOL has gotcha!! LOL Any more speculation? FM