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

To: edamo who wrote (17312)	11/25/1999 11:17:00 AM
From: JayPC	Read Replies (2) \| Respond to of 29970

I guess you didn't read the thread. @HOME does not have enough installers sign up their current waiting list. Cable plants are not upgraded in enough areas to sign up their current waiting list. The problem is the install time, not consumer demand. The US government could sign a bill requiring all people to subscribe to @HOME and in the next 2 years you would see no large difference in the rate of subscriptions. Its the technology, not the demand. The technology is getting better and easier, but for the next 2 years AOL could do nothing for @HOME. That is why @HOME can afford to wait to see if it needs AOL. AOL cannot afford to wait 2 years, because by then @HOME probably won't need them anyway. Jay

To: edamo who wrote (17312)	11/25/1999 11:19:00 AM
From: Richie	Read Replies (1) \| Respond to of 29970

edamo, It would not immediately increase subscriber base because those subscribers need a "truck roll" to be connected to cable BB. At this point, the backlog of subscribers waiting for cable BB is so large, anything that adds to this would not be IMMEADIATELY beneficial. At some point, when the trucks are sitting there waiting (probably years from now) that's when an influx of new subscribers would be beneficial. Subscribers are being added as fast as possible, the average time now to hook-up a BB cable has got to be between 1 and 2 hours (my guess, not factual). So, you see, ATHM is adding subscribers as fast as PHYSICALLY possible. 10MM wanting to switch to ATHM doesn't help right now, because it's physically impossible to hook them all the BB cable in a short period of time. Someday, there may be a total self-install kit that could expedite hook-up, but for now, it's limited by the number of installers. RichieH