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

To: ahhaha who wrote (1232)	1/21/1998 3:01:00 PM
From: David Nelson	Respond to of 29970

Thanks for your kind words. 1.5 Mbps is ADSL's slowest downstream speed with up to 8 Mbps downstream, and 1 Mbps minimum upstream are included in the ANSI standard ADSL capability. 2.5 Mbps is closer to Cable's theoretical maximum speed. However, speed notwhithstanding since both systems are fast, when both systems are up and running, market penetration and the product experience determine ultimate success, and although I am an @home user, I still believe that ATHM will play second fiddle to the AOL/Internet experience and will never fare well with business. I didn't come out of lurk mode to tell anyone to sell ATHM or that you can't make money the stock. To the contrary, I've made money with ATHM, PAIR, AMTX and WSTL and will continue to do so. However, ultimately ATHM will have to deal with their product experience when they no longer monopolize the high-speed access in the home. And IMHO, ATHM will never achieve the market penetration of AOL and, eventually, the RBOCs. --Dave

To: ahhaha who wrote (1232)	1/21/1998 8:38:00 PM
From: Keith Hankin	Read Replies (1) \| 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 technological problems don't necessarily need to be solved for DSL to be a success. Even if, as you state, you can only get 333Kbs/sec, with the wide coverage of copper versus cable, you could see lots of people buying into it. And as David mentioned, what about those who want mobile access as well?