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

To: KailuaBoy who wrote (18793)	1/13/2000 7:41:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Once they get comfortable with the concept and discover competing content AND overcome their fear of leaving...they leave Only enough leave that AOL still keeps its 50% of all internet users. I have no clue why- but its foolish to ignore the fact that many people actually choose AOL. (BTW: I'm pretty sure that with AOL you have to go through the AOL login process before you can point your browser anywhere) They aren't "pretty much upgraded". That's a fantasy. Message 11784873 "By the end of this year, our upgrades will be 83 percent complete," says Paul Gemme, vice president of plant engineering for Time Warner Cable. Note that "this year" is 1999. Now I assume thats the HFC wiring. Installing customers is another thing of course as you pointed out. Remember however that AOL does not have the same level of time pressure that @home does because 1/2 of them are AOL customers anyhow and there is no threat of someone bigger and more well known moving into their territory. There is noone bigger and more well known. When exactly will the "Internet" catch up with the escalating bandwidth requirements of the world? The same time @home can keep up with the bandwidth requirements of the 72 Million homes it passes. Never. I just realized this yesterday- A propritary backbone makes sense for a smaller player who wants to ensure a workable broadband experience in a primarily 56k internet world. But someday all the internet will be broadband! Hopefully @home will have a huge portion of that. Is @home going to carry it all? Nope. Somehow the internet at large is going to have to be good enough. I think the same folks who have been singing the Steve Case is a new world God will be the ones who crucify him in the coming several years. That should be fun. I can't wait! Eric