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

To: Frank A. Coluccio who wrote (3941)	1/7/1999 3:49:00 PM
From: RocketMan	Read Replies (3) \| Respond to of 29970

Welcome back, Frank. I lack the background to respond intelligently to your well-argued position regarding VoIP and ATHM, or ca-caphony as you say. However, I found your post, and the ones linked, very educational. I did mention to ahhaha that the biggest problem ATHM might have in this area is sucking up to T, which agrees with your comment about T not wanting ATHM to compete in this area. The Cisco article you linked emphasizes even more how data integration for the home is becoming the next battlespace. In that regard, it might be in ATHM's best interest to focus on becoming the premier bandwidth ISP/Portal, while the big boys battle it out for integration supremacy. Whoever wins, ATHM would be in an excellent position to assume a major role as a content provider, given that they can increase their customer base. One question on VoIP, from a non-expert but someone who has been intrigued by the possibility of sticking it to the traditional telcos: isn't the US market saturated, and aren't the margins so low that it is hardly worth the effort? I guess those are two questions. I always thought the real prize to VoIP profits were in the overseas market, trying to play on deregulation and the extremely high costs imposed by their bureaucracies, particularly for business applications.

To: Frank A. Coluccio who wrote (3941)	1/7/1999 4:20:00 PM
From: Ilaine	Read Replies (1) \| Respond to of 29970

Hi Frank, well, I was hoping you were long ATHM, and were out partying. ATHM bulls seem to have landed in clover. I am jealous because I sold my shares Tuesday. Did I mention that I am a poster child of what not to do?<g> I was watching C-Span, there was a press conference w/Kennard, head of FCC, I caught part of it, commenting on T-TCOMA merger, but it was interrupted for Clinton, so I did not hear the conclusions. Do you know what is up with that?