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

To: Frank A. Coluccio who wrote (17663)	12/7/1999 11:59:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 29970

Furthermore, if the solution was as simple as merely integrating the ISPs deeper into ATHM's own core network (i.e., the ATHM backbone), then they could very easily do that much sooner than the two years they've referred to, beginning almost immediately. This is exactly what has me confused. Why is two years of technical work required if ATHM is simply going to provide IP transport over their current system (which is of course far saner than everyone colocating at the headend)? Here is my guess. It has to do with QOS issues. If multiple ISPs are merged upstream how can @home control its quality for @home customers? Even more so for @home professional (whatever happened to that?) But even this theory strikes me as weak. Do you have any better ones? The whole idea of ATHM providing transport for its competition seems rather unworkable to me. Is there any precidence for non-regulated reselling of service to your primary competitors? What keeps ATHM charging a reasonable fee? How can MSPG compete with an inherently higher cost base? Eric