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

To: Paul Weiss who wrote (1404)	2/20/1998 4:23:00 PM
From: Joseph Wisnowski	Read Replies (1) \| Respond to of 29970

Paul: It's ironic, but the two stocks you mentioned are exceptions to my portfolio as well(ATHM & AFFX). I purchase ATHM the first day they became my internet provider, it really impressed the heck out of me and realized this is the direction accessing is headed. As for AFFX, the possibilities are endless, if the company has a viable plan to market such advanced technology? That's the $64 question. Just a fellow investor trading some similar thoughts. Best of luck, Joe

To: Paul Weiss who wrote (1404)	2/23/1998 6:29:00 AM
From: Roger Bass	Read Replies (1) \| Respond to of 29970

'Scalable' is a critical concept. As has been discussed in other posts, even ATHM's value today discounts the existence of millions of users of these high bandwidth services. If you were to multiply the bandwidth per person that these services consume, by that number of users, you get (in the words I think of Milo Medin in some article), 'more bandwidth than exists in Christendom', certainly vastly more than the capacity of existing, or even planned internet backbone capacity. And the solution to this lies not in just building fatter and fatter backbone pipes, (though that needs to happen too) but in having a clever network design that allows these millions of users to be brought onstream, and have broadly the same level of service. Roger.