Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: neverenough who wrote (3468)	12/19/1998 10:01:00 PM
From: chirodoc	Read Replies (1) \| Respond to of 29970

bongagong i agree with you that cable will not be everything to everyone but it will get a significant chunk of the market just recently (before the run up) i was buying ATT--gets me telephone, internet cable + whatever will be the phone standard--i like insurance policies plus armstrong is a savvy ceo we agree so what stock would you buy besides wcom, psix etc. to get the phone end for 3-4 yrs from now when adsl is booming? any recommendations? curtis

To: neverenough who wrote (3468)	12/20/1998 9:45:00 PM
From: Jing Qian	Read Replies (2) \| Respond to of 29970

I just received an email from TCI in Fremont, CA from an offer of @home service. It looks easy to me, a $150 installation fee, then 39.95 a month with 3 email accounts and 5Mb of web page per email account. I am tempted to subscribe. My aol account is too slow and too unstable for me. I just don't understand why TCI and @Home don't do aggressive marketing as DirecTV? I don't see their both in Costco and Circuit City. But I do see DirecTV or Dish Network every where I go.

To: neverenough who wrote (3468)	12/20/1998 10:41:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 29970

According to the story, by 2004 the broadband market will consist of 37% ADSL, 26% cable, and 7% satellite. That adds up to 70%. What about the other 30%? Also, the broadband subscriber base in 2004 is predicted to be 21 million. If so, 26% of 21 million is 5 or 6 million. Say ATHM has a lock on cable internet in 2004 (highly unlikely), and they all subscribe (as compared with today's measly 5% subscription rate). That means in 2004 ATHM would only have one third of today's AOL customers. Mmmm.... interesting. I am holding both stocks, but am weighted towards AOL. With figures like this, I think that is the proper weighting unless something changes.