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


To: GraceZ who wrote (19323)1/29/2000 2:21:00 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 29970
 
Grace, Eric, re: work.home.net

I've long been intrigued by the potential that exists within home's engineering and their existing WAN topologies which they now possess. But notice. The focus audience for the site you posted (above) is not for residentials, instead it is pointed directly at the @work segment of users.

Likewise, some of the connectivity arrangements which are tailored to providing QoS for telecommuters (even some small corporate locations which are serviced by cable modems) are tailored for what Home considers to be the more demanding, hence more lucrative, commercial user, and not the residential one.
======

I suspect that these more auspicious circumstances for the '@worker' borrow from higher pricing levels which telecommutes and in some cases the enterprises they work for are willing to pay, and Home's easier negotiating position with telcos and CLECs who provide some of those last mile facilities, than with the lower price points and more restrictive facilities (in terms of being able to support QoS) of the very MSOs who own them. But I could be wrong.

Regards, Frank Coluccio



To: GraceZ who wrote (19323)1/29/2000 2:24:00 PM
From: E. Davies  Respond to of 29970
 
No one was minding the marketing.

A white paper on the corporate web site is still not marketing. But its a step in the right direction.

We should all remember that any future growth in the stock price will come from something that is *not* north american residential consumer cable service. That is already priced.

What will it be?
@work? Excite broadband? @home TV? Sega broadband?

Eric