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

To: ahhaha who wrote (17453)	12/2/1999 11:48:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

Interesting reading between you, KB and others. Great insights. Thought provoking. KB stated: ATHM just isn't leveraging the position. I remember hearing a gent expound upon the failure of the reigning technology companies of the last century, the railroads, to capitalize upon their position and dominance. Had they seen themselves as 'transportation companies' they would have invested in aviation and evolved beyond the powerful but one trick pony they were. An analogy I was tinkering with... View a state of the art modern airport. Passengers utilize it to complete a necessary experience, travel from point A to point B. Passengers appreciate the speed and efficiency imparted to this 'transaction' that a well designed and well managed airport provides with the least number of distractions and inconveniences to the traveler. Travelers frequent airports because they are where this 'transaction of transportation' happens. From pulling up to the curb, checking baggage, catching flights, flight schedules/gates, security, food, rentals, etc. They boast or berate the airport for how seamlessly and hassle free they deliver on the advertised goods. Passengers utilize them, good or bad, because they are the best(fast, cost effective) game in town at the time. (vs. bus, car, rail) The 'carriers' utilize the airports structure. For this 'privilege' they pay usage fees. ATHM is an interport. Travellers pay a fee to 'park at the facility' while they use the services offered. Excite! is, in a sense an in-house carrier. Similar to a port authority owning an airline too. Excite! is in RFD and they can get into XML + RFD + ECR, but only up to assisting implementation. Let all those others do the remote server software app composition. They can make agreements with these companies for the purpose of inter-operation. I don't mean compatibility. I mean operate smoothly so the users don't end up throwing government lawsuits at them. In your model what can make Excite! more then any other carrier? What will make them the carrier that others wish to standardize to? What will give them long term dominance in their market place? Are you suggesting they be similar to the tower setting frequency for all carriers to standardize too? Ground crew setting height for doors and baggage ramp access, fuel types? What gives them an edge over any other aside from a few months lead time and great location to the interport? I'm trying to build a conceptual understanding of what will make them 'special' aside from being 'family' and free for the fee, off base?