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

To: ftth who wrote (779)	11/27/1997 12:47:00 PM
From: ahhaha	Respond to of 29970

I'll look deeper into Intel's plans about modem cards. I doubt that they will turn their backs on this market. They have a history of developing firmware. We'll see if they let this one go. NIC doesn't necessarily mean ethernet. The term has evolved to a generic meaning. The engineer that wired my building with HFC referred to pc cards we'd all have to have as "nics". You bet I trivialize hardware. It's easy to reproduce or back-engineer any hardware.Hope you aren't invested there. You gotta trade to survive with those swingers. Hardware is the most vulnerable play because of technological obsolescence, and nowadays approachs the category of perishable good. If it isn't so easy, I guess BAY has some engineering to do---an easily solvable problem. I bet BAY wishs all their problems were this tough. Let's go there. Windows didn't assure that developers would write apps under it. But it became the standard by usage, not by committee mandate. The MCNS sets up a standard. Companies don't need to comply. If cable is exploding, who will fail to develop modems because they can't decide to follow MAC or PHY? A jump to where? Into an investnment in hardware firms trying to position themselves to benefit from cable modem growth? Those lower level issues are the internal concerns of hardware manufacturing firms and mostly they are engineering problems. Are you suggesting that one not invest in @Home because the engineering issues haven't been completely resolved? They never will be so resolved. You end up never holding the shares because you cooked up an obscure and irrelevent criticism that plays to the fear of loss while you're waiting for the details to float up. 90% of the potential market defined as existing ISP customers, and the 100 million individuals that don't even currently own a pc but will find a way to get one or a network appliance. MSFT has had incredible success with "giving it away". Do I doubt BAY will do that? Yes, they're too smart to do something that profitable. My comments were in response to Bay modems already sold. Should BAY tell its customers that they are going to have to buy a new one 1 month after selling the old? They may try, but if so, Intel will have developed and will sell below BAY forcing BAY to reconsider. In the early phases of market growth it isn't unusual for hardware firms to replace at no cost an earlier model. You are approaching this from an analyst's perspective. I respect analysts but success in investment requires the big picture. You get bogged down in all of this detail, most of which evaporates, you find yourself ouside looking in. You have to apply the KISS principle. Keep hammering on us, we need your doubt. Thanks.