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

To: Mark[ox5] who wrote (5758)	2/24/1999 9:07:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 29970

Jim Cramer on ATHM: @home is one of those stocks that is very problematic in that short-term it is being held down by its buy of Excite, but longer time it should do fine. I do not own the stock but would buy it if it fell to the 80s.

To: Mark[ox5] who wrote (5758)	2/25/1999 12:48:00 AM
From: Jing Qian	Respond to of 29970

Yes, ADSL can be a big threat to cable despite its drawback. Most people will be happy if they can get 50 times faster access, not necessarily 100 times. With the availability of such access from ADSL, they will jump to it. It looks like ATHM has been slower than expected in rolling out the cable service. For example in my neighborhood, TCI can't even say when it will be ready. AOL will not sit idle, very likely they will team up with MCI. Microsoft has not joined the fray yet, and they are very likely to join soon. It is still too early to say if AT&T/ATHM can succeed in their plan. But worse come to worse, a 2nd player position is pretty certain for @Home. It is hard for @Home to mess up completely due to its position in this right field and AT&T's backing.

To: Mark[ox5] who wrote (5758)	2/25/1999 11:32:00 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 29970

<<<The bigger problem is if AOL announces an agreement with a nationwide provider like Worldcom to provide xDSL nationwide. Then you have serious competition.>>> I used to think xDSL had an edge over cable back in 1996. Cable technology used to be one way (broadcast out). They have overcome that obstacle. Now they are ready to rock and roll. ADSL only carry traffic from your home to the closest pop. AOL and many Telcos do not have the expertise to unload that traffic easily to content providers. This task is not trivial. It will be a major obstacle for widely adoption of ADSL. Countries outside of the US may have a better chance with ADSL simply because they hardly have a meaningful cable network. T/TCI/ATHM combination is very powerful.