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

To: Frank A. Coluccio who wrote (19036)	1/19/2000 2:25:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Lets try Graces question again with a different wording. How hard is it going to be for someone to duplicate what @home (not Excite) has so that they can access the customer over MSO wires without paying ATHM carriage? Is it economically feasable to have 2,3 or 10 different networks connecting together the head ends throughout the country? (and all the other stuff that is @home) How much would it cost to duplicate and more importantly how long would it take? Who has the skill set to do it? Does AOL/TWX? (this one I know: no!) The bottom line everyone is trying to figure is whether people will simply be leasing access from ATHM or whether they will attempt to do it themselves. I'm very interested in your opinion. BTW: One of ATHM's most valuable assets is the customers. I feel that they do "belong" to @home rather than to the MSO. Just take a look at their e-mail addresses. When @home runs into OA competition customers will have no particular reason to switch to someone else and take all the hassles that come with it. Comfort in where you are is a powerful deterrent to competition. Just ask AOL. Eric