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

To: ahhaha who wrote (18208)	12/25/1999 2:40:00 PM
From: gpowell	Respond to of 29970

So please tell me what is so safe and secure and why is Wall street so wrong about the stock price, and why a good crawl wouldn't be good for the soul. What is safe and secure? Growth. Nothing more nothing less. Wall street is wrong. Its as simple as that. I'd rather crawl to MSFT and YHOO. I've developed a dislike for AOL. Before I can endorse you as CEO you need to justify why your vision for the direction of ATHM is superior to Jurmoluk's. Considering that the network will exist beyond the exclusivity agreements, then ATHM can hardly fail to benefit doing nothing more than hanging around. You can't eliminate competition by simply giving away access to your network. No single network is going to satisfy the demand - so why act as if creating relationships will eliminate this possibility. Bottom line - can ATHM achieve the maximum penetration rate, achievable with the current architecture, by itself? If it can then there is no need for alliances. After all, all the content we need or will ever need will be available via the net and ATHM can simply cherry pick the content, as they do now.

To: ahhaha who wrote (18208)	12/28/1999 12:32:00 PM
From: ld5030	Read Replies (2) \| Respond to of 29970

Ah - I really do not feel qualified to debate you, but as a stockholder I must ask you to clarify some of your points before I vote for you as CEO. An open architecture is wonderful for standardization, and you are right that AAPL blew this one. However, I wonder what the gains are for ATHM. Better content might make broadband more appealing, but again we are back to the fact that our problem is supply and not demand. Web content as is is enough to compel MSO's to be upgrading for years to come. Perhaps you are thinking of the future when demand is not there? Also, I question whether you are addressing a significant issue. There are many sites I can get to now that offer poor streaming video for my 56K modem. As broadband users increase I expect to see "Broadband users click here" options for a better video experience, or maybe there is a way that the site can know automatically the speed of your modem. There are currently 2 million broadband users, is this not enough audience for someone to create broadband options if not a unique broadband site? This can be done on their own servers. I don't see why a content site needs to design specifically to ATHM's architecture. Sure, there is some speed loss taking web content and converting it to ATHM's system, but this is insignificant compared to last mile bottlenecks. We don't want to give our girlfriend away to the football team because they can please her better. The revenue stream has to be there. How are you going to protect revenue streams? The pie is finite. People won't spend much more than $40.00 for access, and e-tailing/advertising is only worth so much. Nothing is infinite. I have long felt that web content is easily mimicked. Why pander to AOL instead of stealing all their stuff? Will you be kissing babies and making stump speeches during your election campaign?