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: Frank A. Coluccio who wrote (19079)	1/19/2000 11:39:00 PM
From: JayPC	Respond to of 29970

Does @Home want to be a content shop? Or do they want to be in the business of delivering information? Do they want to be an airline caterer, or an Airline? I think @Home is the stewardess. Regards Jay

To: Frank A. Coluccio who wrote (19079)	1/20/2000 12:08:00 AM
From: JayPC	Read Replies (2) \| Respond to of 29970

Who Wants to be a Cable ISP? Or My comments on Rogers Cable's term sheets defining pricing for access to the cable lines (in Canada). 1. Although this might be semantic, the agreement is to resell "Rogers@Home internet service" Not to resell Rogers cable internet service. 2. The ISP must supply the cable modem (as previously discussed) 3. The ISP is not allowed to alter or remove the @Home email, @Home browser, or @Home software. This includes prohibition on installing any of its own internet software (sorry AOL). The ISP can offer its own email addresses, although the customer will receive an @Home address. 4. The ISP is responsible for billing, maintenance of end user equipment, and tech support. Rogers will handle the cable line problems. There is more here about requirements to offer cable access, and the requirements to keep offering it, but I dont think I can post it at this time. 5. ISP payment terms. As I discussed before, the ISP pays rogers $30.00 per sub in homes where the sub already has cable TV. The ISP pays $38 per sub, where the home is not a Rogers Cable customer. The ISP also pays Rogers for the service call to attach the cable line, and for tech support from Rogers to the ISP. Overall, my impression of the term sheet is that Rogers has meet the requirements of the CRTC to provide the 25% discount. However, it is clear that @HOME will still have the default software and will still issue emails. In fact, I do not see how AOL could comply under these conditions. I suspect that is why they are not blanketing Canada with CableAOL. Further, I don't think that most of Canada's ISPs can offer Cable access with the $10 or $12 margin, considering the other costs that may be associated. I've emailed again asking for the technical sheets. Comments anyone? Regards Jay