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

To: andrew wu who wrote (3518)	12/23/1998 7:15:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 29970

Hi Andrew, All, Despite the fact that my Bell System Hard Hat still shows through occasionally, I think that I have long since stopped taking sides in this issue of the telcos vs the cablecos, when it comes to the incentives of each, and how each will need to do what in order to beat the other to the next level of obsolescence. It's just way too much fun watching this action from the side lines right now. But, I do have questions that need to be answered in order to fuel this pastime of mine while I sit back with my sun glasses on in the bleachers. One such Q is: Do you or anyone else here know, or have any idea what the implications are to the network edge (from the Central Office or Head End looking into the cloud) from economic and work-related perspectives, when a carrier or cableco increases its "outside distribution plant data carrying capabilities" by several powers of 10? And, what this will do to the the 'net's core? That is, of course, if they want to both achieve respectable access speeds and make the entire experience worth while for users when a respectable level of uptake is achieved? But that is not the end game right now. Marketecture dictates that the only issue right now is what is obvious and to the touch, what people can see delivered to their doorsteps. One byte at a time. Think about it. Anyone care to venture a guess in round numbered extrapolations? Regards, Frank C.