Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: psh who wrote (18216)	12/25/1999 3:56:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

I had argued that ATHM needs added value presentation capabilities, but not In #13835. Elsewhere I had even grudgingly got on Jermo and Perko's side in order to advance some kind of added value effort to take the company beyond merely being the Hindery delivery boy. There is a way, the middle way, to be neither and both, but it takes other companies to deliver what ATHM can never deliver alone and that is to supply the whimsical tastes of the ever changing desires of the people. No one company can do that, so a company in ATHM's position forms alliances. The alliance structure enables the other providers to operate efficiently on the @Home network. In one way ATHM is an ISP of ISPs, but ATHM shouldn't assume the AOL role of presentation exclusivity unless they provide a specialized premium service. So ATHM can be both what AOL and other ISPs want it to be and is something other, what Jermo wants the company to be by itself. I have given detail earlier on the other side. ATHM can compete directly through their say, Excite division, with AOL or others like RR one to one and people can select whichever suits them. They also have the option of blank.html which is my choice. That is separate from the company functioning as ISP of ISPs. The tracking stock trial balloon presages the separation of these two implied divisions in ATHM. Is there a conflict of interest in the two concepts of the company under one roof? Probably not, but you will never be able to convince anyone of that. People only want a monopoly when they are its beneficiaries. So it isn't my choice that the company gets rid of a "content" division, but it is my choice to get rid of Excite. None of this would be a problem if ATHM had merged with YHOO, but the powers that be eliminated that possibility immediately because it was "too expensive". Such a merger would have made ATHM an unbeatable monopoly!