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

To: E. Davies who wrote (23768)	7/21/2000 6:09:22 PM
From: ld5030	Respond to of 29970

Disregard-duplicate message.

To: E. Davies who wrote (23768)	7/21/2000 6:09:43 PM
From: ld5030	Read Replies (3) \| Respond to of 29970

Every current cable TV subscriber had to have a truck roll, and yet how many people still use rabbit ears to get their signal? If ATHM can't figure out how to do a self-install, it is not likely that anyone else can either. Any would-be competitor has to roll 1.8 million trucks to catch up to ATHM. That is a substantial lead, and only getting bigger. I'm not saying that they shouldn't try to make the installs faster and easier, only that self-install isn't the ultimate driving factor for ATHM's success. This is door-to-door evangelism. Slow stuff until you get a critical converted contingent. I'll interpret your short position as the divination to buy.

To: E. Davies who wrote (23768)	7/21/2000 6:24:57 PM
From: GraceZ	Read Replies (1) \| Respond to of 29970

You simply dont get it do you? If there is paying work to do, subcontractors will materialize. The truck rolls ain't the real issue. The great thing about hooking people up to @Home with a truck roll is if you do it right the first time you don't ever have to do it again. Plus, all of this is getting much more efficient. Three weeks ago the county plowed up my buried telephone line and cut it at the road. A couple of guys with a mini-dozer with a ditch witch on one end and a vertical blade on the other showed up to plant a new cable in the ground. The side with the blade device was sort of neat. The cable was spooled above it so it dug up the ground and planted the cable at the same time. It took two guys exactly 35 minutes to plant a new cable that was 1/8 of a mile long. That's taking the dozer off the trailer, hooking up the phone at the house and the street, laying the cable, tamping back down the ground, replanting grass seed and getting the dozer back on the trailer. They were sub-contractors, of course. The guy who did my @Home install took 20 minutes and we spent the rest of the hour talking about how easy my install was compared to everyone else's because I had a new PC with a NIC card all set up (do you think I was going to let some tech guy with a three week training class set up a card in my new computer? -no way) It is bad news that they aren't signing up as fast as we would like....but then it always works that way. Like I said before, the regular joes all decide at once that they want something and they will. I still have people that I help buy their first computer. Remember we still have set top boxes coming up. Good luck with your short.