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

To: gpowell who wrote (24950)	8/24/2000 8:34:39 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Do you need to be convinced to take a plane vs a train to get across the country? You are forgetting the dimension of time. Of course broadband will win in the end. Duh. It took easily 20 years for color TV to replace B&W, even though everyone knew it would happen eventually. Between the start of public airline travel and the virtual end of train travel (people still do travel by train you know) was roughly about the same- 20-25 years. The question is will it take 5 years or 20 to get away from dialup? If it takes 20 how many bb users will be @home vs. if it takes 5? The difference is huge. There are alternatives to @home. In 10 years there will be many more alternatives. A subscriber gained now is very hard to lose. These are vital questions when one remembers that the goal is to earn money. Money made in 2010 is worth a lot less than money made in 2002. On a related vein: Why is @home $40/month? Why not $80? Why not $25? The answer is very simple: Competition. The higher the demand for broadband the higher the prices can be. Econ 101, or has everyone forgotten? BB prices will drop. How fast they drop depends a lot on how they are doing in the war against dial-up. Eric