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

To: Frank A. Coluccio who wrote (4650)	1/22/1999 8:12:00 AM
From: Impristine	Read Replies (2) \| Respond to of 29970

hey, buddy, want a deal on upgrading your 'dun,' we can give you the latest, we can give you the hottest, we can take care of the whole thing, for you, what day can we come out, and take care of this ....

To: Frank A. Coluccio who wrote (4650)	1/22/1999 9:09:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 29970

Frank, They just don't get WORLDNET thrown at them, they get personnel too. Why not have your cake (Cable) and ice-cream (Dial-up) too? If I was MSPG or ENLK I would come knocking at ATHM/Worldnets door. Greg

To: Frank A. Coluccio who wrote (4650)	1/22/1999 1:18:00 PM
From: Jay Lowe	Respond to of 29970

>> How does it enhance or confuse ATHM's business model to now have subscribers using dial up networking [dun]? George Bell was taking a very broad view of the media and devices horizon in the press conference ... "any media, any device". Scenario: ATHM Worldnet division uses their POPs to offer DSL service under the expanded paradigm Fast@HomeExcite. Toward ATHM motivations: - The merger argument has been generic ... "broadband is good" - Punch up @Work -- to create @Home subs by innoculation - Possibility to project ATHM architecture to Worldnet POPs? -- key market value is to have the subscriber within the ATHM software fold - Middle-term goal is to capture subscribers -- Excite's stickiness numbers -- Defuse competition argument with DSL -- Provide service in non-cable areas -- Keep VDSL options open -- Capture DSL customers now, change their wire later - Create a common community of subscribers -- larger numbers -- one umbrella -- reduce internal competition -- Stop Worldnet dial-up from cannibalizing ATHM subscriptions - Unify and expand value proposition ... 1 source for Fast Internet Away from T motivations: - AT&T has Titan Touch "Everything they touch turns to stone" - Move internet biz, specifically content biz, into faster corp culture - Get low margin biz off T's books -- Worldnet cannot raise margins under T -- Worldnet can raise margins (via DSL, content) somewhat under ATHM -- Worldnet subscriber worth more under ATHM umbrella (ref MatchLogic) Yet to be revealed scenario #2: ATHM buys WCII or (?) other wireless provider? The driver here is that T wants to maximize subscriber reach in order to sell things that benefit T going forward ... ATHM is the channel. It benefits T that the channel be as inclusive as possible. It is neutral to TCI et al. Diversifying the channel media creates dissonance in long-term vision ... IP phone, movies, etc, etc ... but the ultimate goal is subscribers. To maximize subscriber reach, ATHM must offer ALL possible connection media ... cable is the Cadillac, but not everyone drives a Caddy. T will drive ATHM toward EVERYTHING that slipstreams moving subscribers under a single umbrella. George Bell has already addressed that the umbrella will support diversity. One step back to take two steps forward. ATHM is not a cablemodem company ... ATHM is the New Media Provider through which T sells New Media Services in the 21th century.