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

To: MIKE REDDERT who wrote (21447)	4/22/2000 6:39:00 PM
From: Mooster	Respond to of 29970

Jones takes out his gun and shoots him. Intel's Smith & Wesson was a Celeron. You can't argue that by lowering the bar, Cyrix pushed the edge of the envelope This wasn't my intention. In fact, Cyrix didn't lower a bar at all. Their strategy was to raise the bar: Intel couldn't make money on cheap processors, so why should they believe others could? Amoung the 3 x86 cpu manufactures, Intel had and still has the tightest process - if they can't make a buck, no one could. What Intel was afraid of was the slow penetration the little guys were making to incrementally higher performance systems. It's a tried and true strategy to come in and take over the low end. In no time, you've built a sustainable business supplying high volume, low margin product. The next step is to move up the food chain. Case in point: Toyota->Lexus. branding has nothing to do with it Intel is the high tech branding leader. Do you have any idea why the Pentium brand was created? Believe me, the name was solving a much bigger problem de-coupled from the Si providing higher performance over the 486dx. We have the luxury of saying ATHM doesn't need marketing; up 'till now demand has outstripped supply. Now ATHM is in a race to fill seats at special prices. This suggest they are under capacity. Heck, the money to pay for free service comes from marketing's budget! Nonetheless, ATHM is a brand. Is it the right brand going forward?