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

To: E. Davies who wrote (20393)	3/29/2000 11:10:00 PM
From: Solid	Read Replies (2) \| Respond to of 29970

The news is about as good as it gets from the last year until now. T wants athm and the start page to be in everyones face. ATHM will be the wholesaler for all other isp's to ride T's pipes. Lasts until at least 2008. Cox and Comcast have a swinging door they can come in or leave...they will have a seat and add value by passing more and more homes. Gradually the herd will catch on and all will tout ATHM as a must have stock. Blodget, what a self absorbed wind bag...as I have previously stated. Managers come and managers will go, but the company is HERE TO STAY. WE HAVE A WINNER!!!!

To: E. Davies who wrote (20393)	3/30/2000 6:25:00 AM
From: matt gray	Read Replies (1) \| Respond to of 29970

I wonder if in the final analysis if the critical issue is billing. The telephone companies have always had problems with Data issues because there was no good way to charge for IP packets. Complexity increases as IP telephony, IP video, streaming video and other different quality of services enter the mix. Now that they increase control of the ATHM gateways, they can increase control of the billing. Before they were dependent on CATV companies to facilitate this for them....too many opinions...too much concensus building...too many issues. Enter Open access and the problem is increase dramatically.