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

To: ahhaha who wrote (4107)	1/11/1999 12:50:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 29970

AHhaha, with all due respect, I think that your trivialization of the voip component requires some triage. Not much, but enough to allow that it is a necessary ingredient in the mix. The volume that it will yield comes in many forms, not the least of which is the effects of its draw in the service bunding department. And admittedly, I don't think that it is the killer app, per se, that will make the T/TCOMA thing sink or swim, and it's not going to create the Star Wars-like splash that broadband in the larger context portends. But it is a $100 Billion, with a B, per annum staple, stateside alone, that folks will require for the foreseeable future. I'm not prepared to do this task due justice right now, shucks, because I've just been informed that my marriage is hereby on the line if I stay on this thing one minute longer! =:-O So, fortunately for those who've had enough of my long-windedness this weekend, I'll have to defer to a later time. I'll leave you with this link for the time being: From: Analyst sees $60 billion IP phone market news.com Here's an excerpt: IP telephony is the use of Internet packet-switching protocols to transmit voice traffic, instead of the traditional network of circuit-switches. The technology has been available for several years, but the quality of calls transmitted this way still ranges widely. Sweet predicted that corporate use of applications such as "unified messaging" services--which integrate voice mail, email, pages, and faxes--and IP-based call centers would help boost the use of IP telephony on private networks and ultimately pressure telephony companies to modify their networks to follow suit. Already, some of the biggest telephone companies have taken steps in this direction. As a part of its merger with Tele-Communications Incorporated, AT&T has said it would start moving its cable based local telephone services towards packet-switched Internet protocols by the end of next year. The company also is pushing IP telephony through its WorldNet Internet service and in relationships with ISPs worldwide. ---- All the best, Frank

To: ahhaha who wrote (4107)	1/11/1999 1:29:00 AM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

I have a question that makes me worry all the time: Why AT&T must use ATHM to deliver Internet service via TCI? AT&T already has a WorldNet service that is similar to @Home's portal. What benefit does ATHM give AT&T that AT&T can't provide? I feel that AT&T could sell all of its ATHM shares. In my mind, that is a tremenduous risk factor. I've seen all kinds of discussion here. But I don't remember I've seen one post that was addressed to this issue.