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

To: ahhaha who wrote (18206)	12/25/1999 1:59:00 AM
From: gpowell	Read Replies (1) \| Respond to of 29970

Really? You don't seem to agree with her conclusion that the speed value was more important than the content value. Instead, you agree with a Wall Street narrow minded patzer who spews the officially accepted standard line in order to look professional. It is the speed. All the content I want/need is already on the net. So is there really any need for ATHM to do anything broadband specific - now? The trick to advance is to take the advantage and concede it apparently to your opponent. You find a way to enable your opponent to benefit so that you both can benefit more than otherwise. This is called sacrifice and it is alien in our world, but it is the greatest power any leader can use. You just have to be a leader to understand this. I agree with you wholeheartedly. However, if ATHM continues as the sole provider over their infrastructure then chances are ATHM's market cap will increase ten fold. Mr. CEO, how does your proposal do better than that?

To: ahhaha who wrote (18206)	12/25/1999 4:35:00 AM
From: E. Davies	Read Replies (4) \| Respond to of 29970

You don't get my position regarding ATHM and the need for broadband content I guess because I have a hard time explaining it. (or maybe you just like to be disagreeable). I see two major classes of people: Those that use the internet and those that play with it now and then. The first hunger for broadband and will take it at any price and the second just don't understand what the fuss is all about. The net seems plenty fast enough to a lot of people right now- its all in how you use it and what your expectations are. ATHM could do nothing but sit on its hands and wait and eventually everyone will convert to broadband. It will be accepted by the masses because broadband applications will be created by the market. It would be beneficial to see it sooner rather than later both for ATHM the company and ATHM the stock. Right now @home is still working through the process of filling the hunger of those that crave broadband and couldn't care less about content. Deals with Yahoo, AOL or any other content providers is not going to change the pace of installing new subscribers (ok- maybe MSFT). Eventually all the early adopters will be happily using broadband and we will be left with the people who say "why should I pay $40 a month just to save a few seconds downloading my e-mail?" One guy I know here pretty much just uses the net to check the surf report. These kind of people need a "compelling broadband environment". Could the mere name of AOL change the attitude of these people? Maybe- but maybe not too. Bottom line to me is that we don't know what % of the people are like this or what will change their point of view. --- I would like to bring up a related topic that constantly is eating at me. Why is broadband getting so little respect? Many explain the massive growth in the stock market indexes this year because of the transforming potential of the internet. Broadband internet is going to completely revolutionize our culture and economy and fulfill all the promise of the internet that everyone is getting so excited about. Yet stocks like RNWK and AKAM explode and stocks like ATHM and NPNT languish. Akamai has a market cap 50% larger than Excite@Home! How can something so obviously revolutionizing be so ignored in a market that is so focused on the future? Eric