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

To: ahhaha who wrote (17420)	12/1/1999 10:48:00 PM
From: KailuaBoy	Read Replies (1) \| Respond to of 29970

ahhaha, I get the spaghetti machine. The great part of this scenario is that ATHM would control the quality of the customer experience. The "sites" that ATHM customers see when using the service have been through the machine and adhere to rules that allow ATHM to "own" the experience. Basically ATHM can enforce QOS end-to-end. Guarantee that ATHM customers enjoy the freedom from wondering what sucks, the connection, servers, peering, computer, hack code, etc. The framework can evolve in step with technologies that are introduced in the network. Another observation is that when ATHM reaches a significant subscriber base "sites" will not have a choice but to program for ATHM broadband. The people are signing up without the machine. ATHM just isn't leveraging the position. Currently it is clunky narrowband over a fire hydrant to the home. Would it be useful to compare this conceptually to the introduction of Java in so far as Java did not attempt to present to customers what they wanted but rather gave everyone who wanted to present something a platform that became familiar? I'm not sure what value this analogy would add but it crossed my mind. Regards, KB

To: ahhaha who wrote (17420)	12/2/1999 12:49:00 PM
From: Jay Lowe	Read Replies (2) \| Respond to of 29970

@Home + Web Desktops, Web Applications, Thin Client I have created a new thread "Web Desktops, Web Applications, Thin Client" which is oriented to discussion of thin-client computing and web-served applications such as web-based desktops. Subject 32027 Consider the following: mywebos.com desktop.com nuomedia.com Consider what happens if @Home buys one of these. @Home could then offer a complete desktop solution, basically a replacement for Microsoft Office, as part of their service package. I think the portal issue is secondary to this development. There are already lots of portals and search boxes ... that whole area of competition has become marginalized. The REAL DEAL is that @Home, with it's broadband, is in a unique position to offer web-based productivity apps. It's positioning relative to AOL in this area is hugely compelling. We all know that @Home needs a "killer app" ... well, here it is ... staring us in the face. Free word processing, spreadsheet, calendar, etc, etc ... + location independence + groupware With MS Office priced at $500 ... there is a sense in which @Home + web-desktop adds $500 per subscriber to @Home's valuation. This is a whole new ball game, folks.