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

To: gpowell who wrote (18747)	1/13/2000 2:33:00 AM
From: KailuaBoy	Read Replies (3) \| Respond to of 29970

gpowell, >AOL has the TWX cable systems and RR to offer. This is exactly what I'm getting at. You say that AOL has 1. TWX cable systems to offer. 2. AOL has RR to offer. Take each on their own and what does it mean? 1. AOL can offer broadband access to TWX customers. This doesn't solve this problem. Why would people pay extra for AOL content? They will pay what they will pay for broadband access to free content on the web. Bottom line is that for each AOL customer they switch to BB access the customer will pay let's say $40. Each ATHM customer pays roughly the same. What this means to AOL is that each customer they switch to beep beep they lose $20 they currently get and they get $40. Net $20. Each ATHM customer pays ATHM $40 and ATHM gets ~$15 of that. Net $15. AOL is gonna have to pay out the patoot to build a network and they are gonna have to pay for all the stuff the MSO pays for. Hmmmmmmmm. #1 doesn't look so good now. Does it. 2. AOL has RR to offer. What does this mean? It means NOTHING. Beep beep is "nothing". Explain to me what RR is. Please be specific. So what AOL paid 168 Billion dollars for is a way to cannibalize their current revenue base and for the joy of running a dilapidated network. I'm sold. I'm gonna go buy all the AOL stock I can afford. Steve Case just fumbled big time. KB