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

To: KailuaBoy who wrote (22729)	5/29/2000 1:58:00 PM
From: 10K a day	Read Replies (1) \| Respond to of 29970

Snapshot of DSL company: ===================================== The huge demand for high-speed, or "broadband," Internet connections has made keeping up with orders and installations a difficult task, making for harsh headlines and frustrating some consumers <snip> Kim said NorthPoint "is comfortable" with Wall Street's projections for DSL connections. Most analysts expect the company, which finished the first quarter with 41,300 lines installed, to end the second quarter with about 63,000 lines. (FULL ARTICLE) technews.netscape.com

To: KailuaBoy who wrote (22729)	5/29/2000 4:08:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 29970

AHhaha, on the surface it would appear to me that anytime you leave a larger universe (the WWW) for a smaller one (Home's intranet), the economies of scale in the smaller one will yield less advantage, overall, than that of the larger one, no? But, I say "on the surface." The landscape is constantly changing for both the 'Net at large, and point solution technologies. So, I don't rush to judgement on issues like these as quickly today as I might have even a year ago. It also stands to reason, IMO, that if you have more heads over which to amortize your expenses, then you can charge less to each participant. Here, I'm not only referring to subscribers costs, but also to the trade between providers through peering and other net admin amenities, as well. But even here, future choices in the technology selection process will have a lot to do with it. For example, if Home continues to use it's fifty year old band-aid which we call coaxial cable in the last section to the home, then that's one level of performance which we can expect to remain with us without improvements until they move to fiber or some other medium (high speed wireless access, e.g.) which exceeds the speed allowed by coaxially-dictated frequency splits in the upstream (and downstream) spectrum allocations. There are other technology selection areas, but I wont get into them at this time until I've read more upstream material first. In short, they can't afford to rest on their laurels of a 1995-6 design as they move into 2001, and they have to make some technology upgrade choices of their own. If they don't, or if the ones they make limit their extensibility --both speedwise, and universal reachwise (the latter reach attribute, through restrictive addressing schemes for certain types of applications)-- then I would agree with you, but probably from a slightly different perspective than one which points purely to default reasons. Notwithstanding, I lost sight of the implications of what Home's internal options are at this point to seek business opportunities on their own, in anticipation of exclusivity terminations. Are those old arguments still relevant, or have things changed i.c.w. Home's outlooks and relationships with T, perhaps, since the last time I posted here? KB, since you put it in those terms, I'll need to go back and do what good netiquette would have prescribed that I do in the first place, and that is to read the thread posts which contain this debate, instead of just barging in here on the blind. Be back later sometime. FAC