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

To: Marc T. Archer who wrote (3505)	12/22/1998 1:35:00 PM
From: ahhaha	Respond to of 29970

Correct. ATHM has made great efforts to get around the TCI-MSO block by signing deals with small pull-your-own local cable companies. Their efforts are marginal unfortunately, but they do underline the tremendous arguments ATHM management had with the Board over priorities. The MSOs which sit on the Board wanted to emphasize n*100 channels. The arguments were so heated that Jermoluk almost resigned. Then, the board backed off and Jermoluk has had to become a pussy cat. He's walking on eggshells here, and perhaps that's the best thing to do, because once their international presence is established and the incredible value of true broadband is seen, the reliance upon MSO's junk HFC will disappear. It will become perfectly evident that ATT needs to upgrade HFC to Pure even if it means they have to totally leverage their company. Pure enables ubiquitous two way 10 mbps/sec which is what is required for a flexible full-blown multimedia and interactive experience at every site and node. The investment will be seen to be unavoidable because the potential return is absolutely staggering. The Pure inevitability gives ATT total control and enables them to collect rent from all ISPs since they can support them all. Solves the FCC problem as an incidental. In this environment ATHM must compete with AOL, ELNK, MSPG, and others. But ATHM will have the lead regardless of what others including the FCC do in the near term. People don't have any idea yet about what cable broadband promises, but it is coming, so it is only a matter of vision in management and therefore time.