Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank A. Coluccio who wrote (17498)	12/5/1999 1:10:00 PM
From: Killian	Read Replies (3) \| Respond to of 29970

Frank! Am I mistaken when say that ATHM has exclusivity with MSOs, Cox, Comcast, Rogers... for 5 years+ out? <<When they are allowed access to the MSO plant, they all have the backbone>> Responsibility for headends, nodes and other 'last mile' outlet is ATHMs or MSOs? I think the point I was trying to make Frank was that with the most recent T news allowing Mindspring to use their infrastructure and knowing ATHM has proprietary rights with T as well as the MSOs, would it be beneficial for ISPs to buildout or jump onboard? Thanks, Kevin

To: Frank A. Coluccio who wrote (17498)	12/5/1999 1:29:00 PM
From: Ted Downs	Respond to of 29970

Frank, What's your take on the market reaction to T's "open access" policy which is apparently to be announced tomorrow? Will the market punish ATHM and reward T or will they both react favorably? Also, tomorrow was the day that T was to announce a decision on the tracking stock/ipo move. Any Comments. Ted

To: Frank A. Coluccio who wrote (17498)	12/5/1999 4:02:00 PM
From: E. Davies	Respond to of 29970

given the opportunity to exploit broadband, they will gladly make the investments and the architectural adjustments Exactly. They will need to attempt to reproduce what ATHM has already had a 5 year head start in building not even inclding the 2-3 years more yet to go. In addition they will need to figure out how to retrofit broadband into the systems they already have. Of course it is always easier to copy as a follower than blaze the initial path, but does Earthlink really have the knowledge and financial strength to create a quality national broadband infrastructure? I'd say they are gonna need these 2-3 years just to come up to speed, and another 2-3 to build what they need to build in order to compete. @home better treat Milo really really really good in the meantime. The AT&T solution is a drastic improvement over the concept of government regulated "open" access. Allow people who can make the deal and pay their way and allow them in as the technical issues get resolved. I wonder how AT&T is going to compensate ATHM for all the effort they are going to have to undertake in allowing someone else access to the AT&T wires. Maybe the group working on this in Canada will work out some of the issues by then. Eric