Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Hiram Walker who wrote (4918)	1/30/1999 2:52:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

Upstream from what?

To: Hiram Walker who wrote (4918)	1/30/1999 10:09:00 PM
From: ftth	Respond to of 29970

Hiram: You must mean this: 204.243.31.23 Thanks, I hadn't read it. It's a little bit incorrect for them to say no one is working the upstream issues ("little on the drawing board" was their wording), but they're cable execs so what do you expect. Just at the multichannel site alone, if you search for "upstream" you'll find a slew of articles. This one was recent and interesting: 204.243.31.23 The MSO's are the real problem because they can't make up their minds. There are many possible solutions. They could pick one and solve it today if they had a clue what services they wanted their network to provide (in other words, if they really knew what problem it is their network is going to solve). They try and pass the buck but the ball is in their court because no one will mass produce a solution until the MSO's bless it. Since upstream hasn't really been a problem yet, they ignore it til it becomes one. Same ole same ole. Panic-driven reactive 'strategy.' Lack of clear direction and priorities. Confusion about "where the MARKET is going to TAKE them," not confidence about where they're going to lead the market. In that same vein, maybe the constricting effect of these MSO's on ATHM will be relieved by AT&T taking a market-leader stand and running with it--years ahead of when an MSO would have FOLLOWED the same 'decision' forced on them by the market. AT&T may have so little confidence in MSO's leading ATHM to the promised land that they're giving them an alternate path (at least for starters) via DSL. Maybe ATHM was T's real target, TCI was just a way to get there that also gave them a fallback approach. dh