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

To: FR1 who wrote (29495)	11/30/2001 9:42:40 PM
From: FR1	Read Replies (1) \| Respond to of 29970

At Home Position: corporate-ir.net Excite@Home Responds to Bankruptcy Court Ruling REDWOOD CITY, Calif., Nov 30, 2001 /PRNewswire via COMTEX/ -- Excite@Home announced today that the U.S. Bankruptcy Court for the Northern District of California granted the Company's motion to reject the master distribution agreements with its cable company customers because the agreements are financially unfavorable to the company. Once rejected, the cable companies must negotiate new agreements acceptable to the company or risk the possibility that the @Home service may be terminated. Excite@Home urges @Home subscribers to contact their cable companies for further information about their @Home network services.

To: FR1 who wrote (29495)	11/30/2001 9:45:21 PM
From: Geof Hollingsworth	Read Replies (2) \| Respond to of 29970

I don't know the specific equipment in the ATHM network, but core and metro routing equipment on a like-for-like basis (ie, putting the same capacity in place, which required fewer boxes and line cards today than it did then), is probably cheaper by a factor of 4. Go to ebay and type in Cisco. See how many items are for sale (my guess-75 pages worth). Colo space is certainly off by a factor of 3 from the peak, out here anyway, but ATHM got in before the peak, so maybe today you only save 25% on space. Bandwidth is at least 50% cheaper today. And today you would build your NOCs in places where networking professionals work much cheaper than silicon Valley (a lesson Loudcloud is learning the hard way). I can't imagine how a de novo network isn't cheaper-what areas am I missing? I think you misunderstand my main point, however, which is that the MSO's have no choice but to build their own, even if it is more expensive. If you are running a business with a key component which is sole-sourced, and that single supplier threatens publically to go away unless you give him a bigger slice of the pie, you may do it short run because you have no choice. But you also vow that as soon as possible, you will qualify other suppliers and will never again put yourself in the position to be held up like that. That apparently is what Adelphia is already starting to do.