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

To: KailuaBoy who wrote (21353)	4/22/2000 2:52:00 AM
From: FR1	Respond to of 29970

Yeah, I think it is a good topic. I think a very interesting playing field is at hand. T/ATHM, MSFT & AOL. engineer, software and content. The crude relationship is there and the reward is there. Almost all of the cable internet traffic in North America will be owned and run by AOL/T. Defining the boundaries and dividing up the gold is going to be a problem. Armstrong and Case - like two rams butting heads. They need each other and the relationship is legally unavoidable - T & AOL are going to be joint owners of roadrunner and something has to be done. T also wants a stronger relationship with MSFT. MSFT is one of the few businesses in the world that can throw hundreds of skilled programmers at a project. So I guess AOL and T will have to make some kind of deal and T will job most of the software out to MSFT. ******************************** Incidentally, I am surprised at some of the recent posts. Apparently some people think that all you have to do is walk up to Cox or Comcast in a year or so and say "I can write a check.". Then, presto, the ferry godfather will make you just like ATHM. No need to build a multi billion dollar backbone!! Either I am confused or they don't seem to understand. There are only a handful of players in the world, like WorldCom, that have the backbone ability to compete with ATHM. All this "I want to be a BB ISP" talk is about people who will rent bandwidth from someone like ATHM. Verio and other ISPs are not in the same category as ATHM.