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

To: David Nelson who wrote (1227)	1/21/1998 2:37:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

You might find the DSL to be a tad disappointing. You can't go back to even 1.5 mbps implied speed once you've had cable at 2.5 mbps assured speed. The technological problems of copper transmission haven't been solved, they never will be. The telephone companies fear being left out in the cold in this critically important market. So they are whooping it up again as they see the intense public interest in cable. The companies like AWRE, WSTL etc., don't have anything now that they didn't have six months ago. For various reasons it gets the hoopla now. Something isn't good until the right people recognize it? That may be true in investment but it isn't true in technology. I have had this thought out completely months ago when I saw a demo of ATHM. I had previously been sold on DSL. DSL was far better than the only available alternative, ISDN. But the difference between the best implementation of DSL, AWRE, and ATHM was clear. I then started studying cable. I've known about the problems of infrastructure including TCI's reticence about build-out and how that would enable DSL to sneak back in through the desperation of telephome companies. It's all on this thread. I've been reading various views on effective cost of delivery between the two technologies. Cable is always cheaper and the RBOCs will take a loss leader strategy and swallow the true costs. I guess they have no choice but to do that since the cable can completely replace the telephone. For you the issue will be quality of service. We'll see if MSFT isn't putting their stamp of instability on DSL too.