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

To: DownSouth who wrote (7560)	4/8/1999 11:42:00 PM
From: GraceZ	Read Replies (1) \| Respond to of 29970

OK you techs out there. I'm gearing up a PC to go on the @Home network. I want to put my own NIC in (I don't like anyone inside my computers but me). I have a variety of NICs to chose from hanging out at work. Will it make any difference if its an ISA card or a PCI card? I have a 10 base T and a newer 10/100 base T to choose from...any point in going with the faster card? TIA

To: DownSouth who wrote (7560)	4/8/1999 11:50:00 PM
From: Bud Fox	Read Replies (1) \| Respond to of 29970

@Home CEO already stated he is comfortable with subscriber/revenue projections. If those numbers weren't already in the bag, he wouldn't have made that statement. This guy knows how the analyst game is played. So I'm confident we'll at least meet expectations. "@Home's Wolfram said AT&T's subscriber goals were relative to the number of @Home subscribers brought in by Cox and Comcast, as opposed to absolute numbers, and that will continue to be the case. He did not give more specific information about subscriber quotas." This suggests that TCI may have been slow to roll out the upgrade. But, also that Cox and Comcast exceded expectations. That combined with AT&T's statement that they have raised subscriber growth numbers suggests that things should only get better. Don't forget that @Home still has seen little or no contribution from Cablevision and Century. Cablevision covers key markets in the NE and Century is strong in LA.

To: DownSouth who wrote (7560)	4/10/1999 12:23:00 AM
From: ftth	Read Replies (1) \| Respond to of 29970

Hi DownSouth, no there IS absolute.The industry is clear on the 'modem' definition--there is no disagreement or ambiguity. Every cable modem specification and every chipset that implements these specs is in agreement. It IS a modem. What gets tacked on to the signal chain before/after the modem (or integrated into the modem product) doesn't magically make the modem disappear--it's just buried further from view. Way too much credibility is automatically assigned to tech journalists or random internet links. Anybody can write anything and get world-wide circulation. The problem with these articles/documents that claim it's not a modem is multi-faceted: --They make faulty comparisons and the use of the telco modem as a reference baseline. The telco modem is not the reference for which all modems should be compared. It is but one of many modem implementations into a system (the telephone/PC system in this case). Any change to this system and the interface components that are required for the modem to work within the system will change. --They view the integration (into the modem product) of functions further down the signal chain as "replacements" for the modem. They are not. --They use references that already have embedded errors, so it just fuels the propagation of misinformation. There's much more to say about this topic; I'll PM you with more details. The first link you posted lost all credibility from the get-go (and this in no way is intended to reflect on you). CATV is not an abbreviation for "cable TV;" then he draws a picture showing modulation and demodulation parameters (i.e. a block diagram of a pure modem function) and follows that with "it's not really a modem." I didn't need to go any further. Haven't had time yet to peruse the other 2 links, but thanks for providing them. dh