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

To: Bob Zacks who wrote (3034)	11/1/1998 12:10:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 29970

Bob...not hearing anything about AOL using ADSL.. Looks like their trying to get a ride on the cable networks. Now what does that say about ADSL?????????

To: Bob Zacks who wrote (3034)	11/1/1998 11:08:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

I have argued previously that ATHM has the lead and has propriety working for it. I have also asserted that it is good and wise business move for AOL to make a deal. There is a quid pro quo there. Again, the issue is not whether AOL can effectively co-locate on TCI's wire. I assure you that they can because they have the resources to do so in time. The in time proviso isn't hard to overcome considering TCI's molasses roll-out. AOL has been in talks with Road Runner to accomplish a similar thing and TWX wouldn't be doing that unless the agreement goes only so far as to enable downlink over the UMG backbone. What the issue involves is the opening of TCI's fiber network to all carriers. I've tried to argue that such action violates the local to long ruling of the FCC under the Telcom Act, but if it's superseded, for practicality purposes to say the least, how does ATHM retain the cable advantage? They become, in ERM's words, just another unsuccessful ISP. Who needs them if the FCC decides TCI's fiber plant and the ATHM model go under the public purview for TCI to merge with T? Ah, there's the rub. Get rid of the merger and ATHM can grow in peace. All those interests who petitioned the FCC for relief from competition would slide back into their holes. They would think that they have plenty of time to gear up for broadband after some fool company has done all the work and taken the initial risk. Given TCI's history, that isn't a bad call.