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

To: Phil McCrevice who wrote (3092)	11/7/1998 12:49:00 AM
From: sillen	Read Replies (2) \| Respond to of 29970

War of the last mile continues. Keep throwing out thoughts here: Like I pointed out in a previous post DSL is the only way the RBOCs currently can compete with the cable modem providers like At Home so there is no way that they will give that up unless they have to (FCC mandates it.) So say FCC mandates that At Home/TCI have to open up their network for all the ISPs. RBOCs don't won't gain rather loose DSL subscribers because now a lot of competitors can move into providing last mile high speed access. A win situation for At Home since they have the best network out there today. But to give the customer as much choice as possible FCC will at the same time mandate the RBOCs to open up (mandate resellable last mile DSL) their last mile to competitors. Another win for At Home for already having the best value model in place; reliability, customer service and mainstream infrastructure. Another issue of importance; what will the FCC do about access charges for ISPs using RBOCs networks? Local calls or longdistance? Hmm..seems to be a problem for FCC to decide what to do since they delayed their vote on that issue for another 2 weeks. So say the FCC mandates the RBOCs to continue to take the charge for the ISP's access charges. At Home will still have to deal with ISP competition but ISP will have to deal with some very unhappy RBOCs and At Home will continue to provide business as usual. What companies will come out providing the best customer service? Hmm...? And if the FCC mandates the ISPs to pay up for their use of RBOCs network a lot of the ISPs will go under (loose a lot of income) and At Home will increase their market share by already having last mile access as well as not having to pay any RBOC for acess to their network. A win win for At Home as I see it. Just some thoughts Comments anyone? Later Sillen