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

To: ahhaha who wrote (4996)	2/1/1999 6:17:00 PM
From: Jing Qian	Read Replies (2) \| Respond to of 29970

It's interesting to think about your points: 1) T/TWX deal is in fact a ploy to spoil the possibility of AOL enagaging TWX. Since T got in first, AOL will have no chance to partner with them. I kinda agree with this. At the very moment I was very nervous about AOL's possible alliance with TWX, T came in to smash AOL's hope. It can't be a coincidence. 2) Your point: Cable telephone is such a thin margin project so T is not interested. Their sole interest is to create the opportunity for other more profitable broadband applications such as Internet and Video. I don't think cable telephony is a thin margin project that T is not interested in. Cable telephony can be cheaper. But the public interest can be huge. Who don't want to save a few bucks calling Mom and Dad? T can still derive a lot of revenue and earnings from cable telephony. But, it's kinda sad to think that cable telephony is beyond @Home's reach.

To: ahhaha who wrote (4996)	2/1/1999 9:45:00 PM
From: riposte	Read Replies (2) \| Respond to of 29970

@Home Starts Charge To Cross The Chasm @Home Starts Charge To Cross The Chasm Excite Purchase, Backbone Expansion and Possible WorldNet Deal Pave Way for @Home to Become Mass-Market Player During @Home Network executive presentations, audiences are often inundated with buzzwords borrowed from techno-marketing guru Geoffrey Moore. In Moore-speak, @Home execs explain the need to enter the "bowling alley," "cross the chasm," and get "inside the tornado" to achieve "gorilla status." Translation? @Home hopes to move cable Internet access from a niche service into the mainstream, yielding rapid revenue growth and securing a dominant position for the company in the broadband market. While @Home has experienced its share of growing pains, the company made a series of bold maneuvers in January that may put the high-flying start-up on the path to truly become a first-tier Internet player. [REMAINING TEXT DELETED] FULL TEXT @: cabledatacomnews.com