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

To: John May who wrote (684)	11/21/1997 12:06:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

Once you get the @Home service you can never go back. I've been hounding corporate and TCI for weeks to get me connected. The challenge for Jermoluk will be how to cope with the demand when the public sees what's going on. Rapid growth is the hardest thing to manage. It is easy to blithely say, "it solves its own problem", but the ramp up turns on the sirens of borrowing and the confidence in future cash flow has the banks anxious to give you a deal. Over the years when the raw market growth slows and you're bringing it down, you find yourself leveraged to the eyeballs. If you don't think the cable is the answer, then there is no answer. High Qos transfer needs a pipe(waveguide) to protect its integrity. It is the nature of electromagnetic radiation to interact with matter medium and scatter in comparison to say, the neutrino field. You can boost signal strength so that the diffusion isn't critical, but if you have matter mediums that have differential density, the problem reasserts itself. Optical fibre has a purity and crystal contiguity that is 10^7 better than satellite through the atmosphere and 10^12 better than copper. It may be possible to manipulate the carrier wave into some exotic form that gets around copper's limitations sufficient to achieve say 10 mbps so that current cable is a difference that doesn't make a difference (so fast everything seems instantaneous), but no one knows how to do that yet. In fact, at the rate at which fibre is being laid, it may be superfluous to do. The telcos know these elementary facts and therefore are resisting putting up all this infrastructure that will just not be used. Also, Northern Telecom claims they can achieve 1 mbps speeds over power lines but at what quality? Not at streaming video quality. The electron field density is too high and you get harmonic couplings on the surface of the flow field (ghosts) even at 60 cps. Also, how does NT propose to rout the info flow? They would need an @Home-like distributional model or a dedicated, NT-laid grid. Satellite is vulnerable to solar winds. So, if we're stuck with slow speed, the internet has had it. In many cases, build a better mousetrap and the world will beat a path away from your door because the new thing represents change and disruption of the adapted comfortable. The attitude is, let someone else take the risk. Once proved ok, I'll try it. You end up having to ram it down their throats, and you have to stay with your great idea while they stone you. Then they say, oh, we knew it was good from the start. I don't care if the Wall Street experts take the stock to $1. One day the shares will sell for 50 and the float will be 1.2 billion.