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

To: Frank A. Coluccio who wrote (17523)	12/6/1999 12:01:00 AM
From: Jay Lowe	Read Replies (2) \| Respond to of 29970

>> their own connection to the user Sheesh! I'm reality-gapped. Whatever FOR do they want to OWN a slice of the wire? It doesn't get them anything above -sharing- the wire at the logical level, yes? Sharing the wire is simple, easy to implement, and makes organizational sense ... trying to jointly own the wire is crazy, isn't it? What are they gonna do, have frequency auctions? Isn't this just POTS carrier legacy thinking? Jaysus, think of the compatibility problems in the head end systems. Multiple head-end systems colo'd? Aren't we in the 21st century yet? This isn't going to happen ... not in more than 2% of MSO head-end systems. There's simply no reason for it. they can't make any money by doing that - that they couldn't make simply by riding ATHM at the IP level. Much cheaper to pump their dollars into the cloud, which they know how to do, than get their $%&(& soldering irons out and blowing DOCSIS to the winds. Wow ... am I weirded or what? Wait a minute. Maybe I like this. I can see it now. One cable drop ... an ATHM modem ... a MSPG modem ... I have twice the bandwidth ... oh, oh, this is GOOD ... I could buy a rack ... let's see, how many incompatible modems could I stack up? Go to sleep, Jay. Maybe the world will make sense tomorrow.