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

To: Frank A. Coluccio who wrote (4697)	1/23/1999 5:04:00 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 29970

Frank; Yes the question did look like I was assuming the ball was in ATHM's court..I knew better I just didn't word it right, in my post after that, I said the big boyz call the shots. And re-worded it to " why does AT&T want to sell..? Thanx, BTW next month I think we will have an internut sector SPDR on the AMEX, 15 pure internut plays in a basket XLX I think it will be. Jim PS I just booked marked you, heck you may be smarter than me.

To: Frank A. Coluccio who wrote (4697)	1/23/1999 11:44:00 PM
From: Tera Bit	Read Replies (2) \| Respond to of 29970

>Marketing and Sales probably love the idea. I'm not sure about engineering and >operations, though. That means it's going to happen...right? <g>

To: Frank A. Coluccio who wrote (4697)	1/24/1999 7:19:00 PM
From: HEP_Ronin	Read Replies (1) \| Respond to of 29970

>> >>Why would ATHM want AT&T stuff ?<< << Frank, Since AtHome was already getting into non-cable-access, i.e. dial-up & ADSL, wouldn't economics of scale be automatic? Why reinvent the wheel when Worldnet already has this type of access? (At least the dial-up part -- the ADSL part would represent duplicated effort.) Also, it will make migrating subscribers from Worldnet to AtHome seamless. Keep the same customized home-page, the same web-page, the same e-mail address, be billed the same way ... etc, etc... If Worldnet and AtHome remained separate entities, how would one justify to T's shareholders -- to the bean-counters -- migrating subscribers from Worldnet, where T gets 100% of the profits, to AtHome where T only inherits 50+ %. Wait a minute ... what profits? HEP_Ronin P.S. I've been lurking on this board ever since I picked up some ATHM about 9-mos ago. And I find your posts informative -- to a fault. Knowledge is power! Thanks.

To: Frank A. Coluccio who wrote (4697)	1/25/1999 3:45:00 AM
From: Jay Lowe	Read Replies (1) \| Respond to of 29970

>> You're assuming that the ball is in ATHM's court, to serve up as it sees fit I'm thinking how much easier for ATHM to do things which, if done by AT&T, would send the FCC into fits and swoons. Qui bono? T. ATHM is just Armstrong's stalking horse. Or perhaps more subtly, Trojan horse. Cool strategy ... if AT&T can accomplish a tech-biz fait accompli, then their position viz FCC is far more flexible. While the FCC waffles, T builds the empire of the future ... FCC will be behind the curve ... they can no longer prescribe, but only describe. All these moves are about T positioning.