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

To: E. Davies who wrote (4155)	1/11/1999 8:49:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

At least TCI will have AT&T's money and expertise to upgrade and maintain the network. TCI and AT&T will be one and all. So I am not concerned about TCI. Other MSO may be a problem.

To: E. Davies who wrote (4155)	1/11/1999 10:18:00 PM
From: ahhaha	Respond to of 29970

Consider: if the MSOs aren't technically proficient enough to handle the network, that means they can't engage someone who can. Therefore, the price of entry is much higher than assumed and ATHM has no threat from competitors. I don't believe that. Many on this thread believe it is important to own the local plant. I'm glad ATHM doesn't. There's little money in it. That's a job for ATT Customer Services. Controlling the backbone is an entirely different issue. You want to own the 'bone so that you can independently control usage. You aren't left hanging from a QoS wait state while a gigaquad is queued. If you restrict outside access, you can AI manage the overhead in real time via processor for efficient economies of scale. Can't do that when someone else shuts you down to let big bucks high priority packets through. The "coalition" is not that. It's a joint ownership in a large project that promises all participants big returns. There is too much concern about this aspect of the ATHM's business. It's a non-issue.