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: KailuaBoy who wrote (25825)	10/3/2000 8:25:53 PM
From: Ahda	Read Replies (1) \| Respond to of 29970

Lots of venture capital money going whoosh now too. Difficult to project how many will take a loss from the net indirectly never mind from the market.

To: KailuaBoy who wrote (25825)	10/3/2000 10:50:17 PM
From: Ted Resnick	Read Replies (3) \| Respond to of 29970

Regarding KP, I was being too subtle I think. I know about kibu (see post 25801) And for a time, I was in Turf and Aloy. Risk/Reward for kibu was too high given the kind of valuations that those 2 have amassed. I found the answer to my original question about T's involvement in this sector - they invested $60 million in Tellme in May. See: tellme.com Regarding business models, some of it does make sense to me. I think this is a bit different from content websites. It's basically improving access to information independently of the internet. One of my questions for the group is related to broadband's always-on aspect - How many broadband users have yet to change their habit of getting local movie info by calling (AOL)Moviephone even though the info can be found faster online? (and without having to listen to 2 ads before they let you select a flick...) It seems like a no brainer that AOL will integrate quack.com by voice-enabling Moviephone. No more pressing a bunch of buttons for your zip code, name of the movie, etc. Just say the words into the phone. Next, they'll expand (or at least promote) the availability of other on-the-phone features like stock quotes, sports, news, weather, and other quick info that you'd find on any portal homepage. Oh and between the tailored ads for local restaurants or financial services, throw in reminders for users check out the website as soon as they they go back online. Just another example of AOL Anywhere. I'm not saying that this will lead to a profitable product on its own, especially when many of the current offerings are via costly 800 numbers. And I don't know how much revenue is expected to come from B2C ads as opposed to service fees for facillitating customer service applications, for example. BTW, NUAN seems to be one of the only public companies in the space, and they were able to complete a $363 million secondary offering in the midst of the market carnage last week. I don't expect ATHM to make a quick decision to counter an AOL-Quack.com offering. All I know is that at the moment, it's caught my attention.