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

To: GraceZ who wrote (24933)	8/24/2000 2:05:12 PM
From: Michaelth1	Respond to of 29970

I agree with you on virtually everything that you said (and congrats on your marathon). ATHM has the ability to be far more than a faster AOL, but they have to stop thinking that that is what they need to be to make money. I don't advocate @Home going head to head comparing itself with AOL. The fact remains, however, that AOL has the eyeballs and @Home needs to get them. I agree that @Home shouldn't repackage itself as AOL on steroids. @Home should focus on exploiting the huge potential of broadband content. I think that as broadband subs reach critical mass, broadband content will dramatically increase. Why? Because at some point there are enough broadband eyeballs for it to be worthwhile for deep-pocketed corporations, as well as new, cutting-edge companies, to invest in developing the broadband content. I think that such broadband content will start to emerge in less than a year. Such enhanced broadband content will spur demand for broadband access (i.e., @Home), and more broadband subs will spur demand for more content and so on and so on. @Home should be spearheading that charge by increasing broadband subs to critical mass and the content will be taken care of by others. In other words, unfortuneately, I don't think that Excite will be the ones come up with the killer app for broadband. Others will, though. For example, intertainer.com