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

To: JDM who wrote (3729)	1/1/1999 1:52:00 PM
From: Jing Qian	Respond to of 29970

Yes, you are right. I called TCI@Home to subscribe from my Fremont Home. They said I have to wait till February 99 to be installed. Then they told me my area has not been wired up yet. That disappointed me a great deal.

To: JDM who wrote (3729)	1/1/1999 3:01:00 PM
From: ahhaha	Respond to of 29970

You're right. The biggest challenge for growth companies is to manage excess demand. It always causes a burp in the trend. I keep thinking about all these 15 million subscribers AOL has added. They haven't yet had to support them, since most have only been on 1 year. The popular opinion is that ISPs don't need much support. That may be true ceteris paribus. The rub is what does AOL do when they have to ramp-up 15+ million subscribers to broadband? Assume they have the free ride on T's wires and they have the in-the-box plug compatibility, how easy is it to manage both the copper and BB connections jointly? How easy is it to manage the BB connection alone? Fremont is telling a tale that locks AOL out, if only they want to preserve the firm. That is a disincentive to jump into BB until it's well-established. Then you blow the whistle, get your goons, and bribe government to injunction against unfair competition. I have repeatedly stated that AOL will be the low end copper solution. If and when that fails, AOL is a sell.