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

To: FR1 who wrote (667)	11/20/1997 11:55:00 AM
From: ahhaha	Respond to of 29970

Rogers is aboard the @Home train. If I were MSFT I would be looking into the possibility of financing a company to go and purchase many of these small operators for aggregation into a new amalgamated company, No anti-trust laws would be violated. The small operators have market, but they don't have the ATM parallel network. Lots of companies could supply them with that though the build-out would take another two years. Also, they don't know where to start or how to proceed. They'll find that @Home has the infrastructure model in place and would be happy to rig them up even if MSFT owned them and required that @Home give theie customers the IExplorer option. Satellite and phone lines. I don't need to refute all that inefficiency again. You can find my copious comments all over SI. Selling by anybody has nothing to do with stock price. Did you and everyone else out there get that? NOTHING. MSFT was the most heavily sold stock of all time until it reached an intermediate peak in August. Stock price is determined at the margin which intrinsically represents rational expectations of earnings growth. This means you can have tons of selling that instantaneously pushes prices precipitously down and 100 share buy that takes it all the way back up. The phenomena is called price elasticity relative to marginal supply/demand and is almost completely unknown by even the most astute market observers. Presumably, the specialist understands this notion, but when they fight the market with their pretense to knowledge refusing to get on the opposite side doing their assigned job, they lose big time. Lock-up refers to shares received by insiders like officers before going public that are prohibited by law from sale for six months. After six month from the offer date July x, Jan y, the officers and others can dump some of their shares. The dumbell public thinks this means that the stock will plunge so they sell before Jan y. There is no correlation between the supply and price action ex market action or ex news related action instantaneously. Don't try to convince the hate and greed driven public about this, they jump on any price action to justify their stupidity. Intel would be happy to buy out any principals. We'll relieve them of there worthless paper, they say. I think you are completely wrong about MSFT. Why should they arm twist to merely level the playing field with the prejudiced public with the monopolist NSCP? Tell me, who has market share in browsers? Why should MSFT want to do the very risky job of supplying internet access? MSFT is a software company. What are you talking about there is not room for 2. I have been developing software for 8 years with MSFT development environments and have followed the company from the Street perspective. I've got a lot of complaints about them but I never read any of these in the popular press. I read false and unsubstantiated claims by the nameless ugly greedy envious mob trying to steal wealth from someone that has busted a-- to enable the computer revolution happening all around us. WebTV? You gotta get these meaningless word enjoinments out of your brain. I guess it's a grand American tradition to pull down success, that is, as long as I benefit from it. Pure hypochracy. Owns the market? That is a contradiction in terms. You sound like you're a rufugee from the Rainbow Coalition. The only danger I see is this collection of half-baked pseudo falsities that are the earmark of failure is the potential to launch McCarthyism witch trials. The Salem Witch Trials. Before you launch into this self-serving pap, you'd better open your eyes to let the truth come in. You'll never make a dime in investment without reaching some degree of unprejudiced observation. I would like to know what analyst said this. I'm sure you won't tell me, because if what you say is true, I'm going to contact this person for some clarification.

To: FR1 who wrote (667)	11/20/1997 11:20:00 PM
From: Bnad	Read Replies (2) \| Respond to of 29970

(not just to Franz) I'm concerned about ATHM and other Internet cable providers' bandwidth need estimates. It seems to me they're all overestimating the effect that site caching will have on bandwidth use. I bet 90% of what I get off the Internet in a night is specific enough to be the first load in my state. I've read a lot about ATHM's backbone but haven't heard anything about studies done to estimate how much caching decreases the need for bandwidth. Not only that, but I've also read (in Rolling Stone) about a guy's experience with Road Runner cable modem service from Time Warner (he lives in a test area). The service "slows to a crawl" between 7 and 11 PM. And this is only under market testing conditions. It may just be a capacity issue, but the nature of the Net itself leads me to believe that caching just wouldn't help that much regardless of capacity. Some night, track what you do on the Net and think about how many of the pages you load would have already been loaded into your local cache server by someone else, since last update (many of the stock pages I see are highly custom charts that I doubt anyone would have loaded). And caching is crucial to providing high bandwidth point-to-point under the cable modem networks' strategy. Anyone have more info on this? Specifically, on what assumptions are being made about page load uniqueness by ATHM or other cable modem companies? Brad