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

To: Frank A. Coluccio who wrote (18449)	1/5/2000 7:15:00 PM
From: MIKE REDDERT	Respond to of 29970

FYI... Per Briefing.com 1/6/00 : Excite@Home (ATHM 39 15/16 -7/16) Lifted from "accumulate" to "buy" AG Edwards... Firm establishes target price of $82. Mike

To: Frank A. Coluccio who wrote (18449)	1/5/2000 7:19:00 PM
From: JayPC	Read Replies (1) \| Respond to of 29970

Hi Frank What you talk about is all part of the Internet product life cycle (my phrase). Except in the internet, as the product matures, the service sometimes gets worse, or perhaps its that early adopter consumers expect more. If something better(faster) than cable comes along and there are the applications that require it, I will buy it. I will pay more. At the same time, more and more will AOLers will say the same thing and buy cable. The people like me who are used to 1.5mbs per second from cable wont accept a slowdown to 200kbs , a 56k AOLer would accept an increase to 200k, and call it the greatest thing ever. The cycle continues. Regards Jay

To: Frank A. Coluccio who wrote (18449)	1/5/2000 8:20:00 PM
From: Killian	Read Replies (1) \| Respond to of 29970

Frank, question for you? As you probably know set top will be deployed Q3 this yr. biz.yahoo.com Are the boxes configured to accept DSL? Also! Please be aware of our previous conversation. It's happening!!!! Kevin

To: Frank A. Coluccio who wrote (18449)	1/6/2000 7:40:00 PM
From: ld5030	Read Replies (2) \| Respond to of 29970

Did the most technologically savvy person on this thread just call MSO/ATHM an "anachronistic package?" Excuse me while I change my undergarments. There, much better. If MSO/ATHM is doing it wrong, then who is doing it right? Seems to my inferior brain that T is creeping toward FTTx with their mini-nodes. I don't know much about the BOC solution to the distance problem, but cable seems to me to be the more scalable network (no distance limitations and more capacity), and T is much more aggressive in finding a final "solution". If MSO/ATHM is wrong at the roots, it's time to uproot. I think the stock took a dive today because you dissed it.