Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: GraceZ who wrote (24974)	8/25/2000 1:32:06 PM
From: Michaelth1	Respond to of 29970

Grace: AOL is a future customer of ATHM. Why? How else will they roll out their content nationwide over BB? Good point. I don't think that AOL is in any hurry to form an alliance with @Home, though. AOL will instead try to keep as many narrowband from migrating to broadband and try to steer those that do migrate to "their" DSL or RR. I agree that if all goes as planned with @Home, AOL will eventually roll over @Home's lines with some sort of distribution agreement. But to get to the point where AOL has no choice but to go to @Home, @Home has to get its sub base to critical mass. Then it has leverage with AOL. Once AOL is readily available through @Home's pipes, @Home's subs will go through the roof. But that's a long way off. AOL and @Home still disagree on how to divvy up e-commerce, which generates huge chunks of change for AOL.