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 (19245)	1/25/2000 1:15:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

and that home could choose to ride over these brand new lines at that time Yup. Meant that. if you also mean by the foregoing that home could use these optical pipes to enter into new markets Yup. Meant that too. you were merely poking fun at the opportunity for home to become a service bureau for incompetent utility outfits I wouldn't call it "poking fun"- but @home actually is in many ways nothing more than a "service bureau" for the incompetent. Nothing wrong with that. People hire @home to do something they don't know how to do themselves, they don't have the economies of scale to do themselves, or maybe that they simply don't have enough of a reputation in the public. I know I would not feel very cozy about buying fiber internet from my local power company. I'd like to know that there were some experts running the show. Just had an off the wall thought. What would you think of a buyout of ATHM by Qwest? Eric

To: Frank A. Coluccio who wrote (19245)	1/26/2000 3:17:00 AM
From: tom offenbach	Read Replies (1) \| Respond to of 29970

Eric/Frank, it's conservative to assume that transit costs will continue to trend down as bandwidth becomes a commodity. that being said, athm's exclusive contracts with it's mso partners would over time go from an asset to a liability. athm's long term value isn't derived from the % of the monthly service fee that it's users pay to their cable company.....XX% of $0 is $0 and that will be the case as the supply and access/availability of/to broadband services increases. everyone seems to dwell so much on the expiration of athm's distribution contracts and overlook or ignore the long term positioning the company has achieved. athm owns some great assets including matchlogic, enliven, imall, work.com, excite - and all of the excite partnerships with best of breed providers of internet based applications such as email, calendaring, webenabled voice mail, messaging, etc... don't get me wrong, i understand that there is a large value to having exclusive distribution access for the next couple of years but the long term value lies in athm's ability to leverage this asset during this time by building/creating value for its customers......i don't mean a fat ip pipe either because i assume that will be a commodity shortly after athm's exclusivity expires. -t