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


To: GOPbabe who wrote (1068)1/6/1998 10:56:00 AM
From: Robert Graham  Respond to of 29970
 
This should be no problem. @Home needs to provide you with POP (Post Office Protocol) access to their e-mail server. This is the same approach any other ISP would take with their customers, and the technology is already there as part of the software that comes with the computers they use to support their e-mail service.

Bob Graham



To: GOPbabe who wrote (1068)1/6/1998 12:20:00 PM
From: Frost Byte  Read Replies (1) | Respond to of 29970
 
GOPbabe,

When you access AOL via @HOME, is the AOL service still extremely slow or is it sped up by using the cable infrastructure?

Also, I've copied this from another message board which attempts to explain @HOME's share price weakness:

Subj: Reasons for poor performance:
By: doug9186
Date: Jan 5 1998 8:29 P.M PST
Reply To: Msg. 355 by wsbill

1) Lock-up expiring January 8th....119mm shares outstanding, but only 10mm currently
traded...potential for significant selling pressure by insiders who paid pennies for their shares.

2) From ATHM's filing with the SEC in mid-November:

a)"While approximately 9,000 customers in
Canada currently are being converted from the Wave service offered by Rogers and Shaw, deployment

in Canada has been
slower than the Company anticipated. The rate at which subscribers have increased during the first
three quarters of 1997
should not be taken as indicative of the rate at which subscribers may be expected to increase in the
future. In particular, while
the Company has forecast that its number of subscribers may grow by up to 100% in the fourth quarter
of 1997 from
approximately 26,000 subscribers in the third quarter of 1997, there can be no assurance that the
Company will achieve this
level of subscriber growth, particularly given the risks set forth in this "Factors That May Affect Future
Results" section."

b) "Because of the very substantial capital cost of upgrading
cable systems for high-speed two-way data transmission, there has been uncertainty in recent months as

to the rate at which the
cable affiliates will upgrade their systems. The failure of the cable affiliates to complete these upgrades in

a timely and satisfactory manner, or
at all, would prevent the Company from delivering high-performance Internet access services and
would have a material adverse effect on the Company's business, operating results and financial
condition."

What do they mean "there has been uncertainty in recent months?"

3) With all the $ TCI is devoting to cable set-top boxes, there is concern that upgrading their systems
for the @HOME service is no longer a top priority.

Unfortunately, @HOME does not control its own destiny.