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

To: Frank A. Coluccio who wrote (18103)	12/21/1999 12:50:00 AM
From: KailuaBoy	Read Replies (1) \| Respond to of 29970

Frank, As usual a thoughtful answer to an ill-formed jumble of ideas. Suppose that FTTH doesn't happen all over the place anytime soon. Suppose also that ATHM gets millions of customers in the next year and that those customers are subject to competitive forces post exclusivity. ATHM would be incented to differentiate the user experience in a way that would not be easily duplicated. Right? I'm thinking that they will want to control the user experience so as to force a quality of "experience" that is different than what one can get on just-another-ISP. If there is no real way to control the product then what is the point of fat pipes to the home? More bandwidth is great but controlling the delivery should be able to happen before FTTH happens. Right? KB ps. Thanks for the QoS, ToS, CoS primer. That clears up some of the apples and oranges stuff.