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

To: riposte who wrote (3885)	1/6/1999 9:43:00 AM
From: E. Graphs	Respond to of 29970

>>@Home (NASDAQ:ATHM - news) . Another holdout from our 1998 watch. Broadband is on everyone's mind but the pipes need to be there to make it happen. If @Home can deploy--or, more appropriately, ride the coat-tails of the cable industry's capital expenditures on upgrading--then we reiterate the statement that @Home looks like AOL on steroids. This is why AOL made such a stink about having the cable Internet backbone "open." Risk? It'll cost $30 billion to upgrade the U.S. cable infrastructure, built when Richard Nixon was in a different plumbing business, to make these pipes two-way. But AT&T (NYSE:T - news) , which is acquiring cable heavyweight TCI, has already cut a deal with @Home for backbone. (TCI owns a stake in ATHM and was an original investor in it, along with venture capital firm Kleiner Perkins). If successful, the cable industry could usurp the future of the Internet in many ways, rein it in under its coaxial control. Another reason why AOL should acquire @Home or go on a cable spree. On ATT-TCI, we think we'll see telco and cable mergers en masse very soon.<< fnews.yahoo.com