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

To: Robert Scott who wrote (7645)	4/10/1999 5:51:00 PM
From: Michael P. Michaud	Read Replies (1) \| Respond to of 29970

<<<Ok - but I'm not sure it is even that disasterous (sic) for @Home if they are required to give access to others. The others will have to pay them a good deal of recurring money.>>>> If ATHM is the "content" and the MSO is the "pipe" why would the customer have to pay ATHM if they only use the MSO's pipe and say, AOL's content???

To: Robert Scott who wrote (7645)	4/10/1999 5:52:00 PM
From: RTev	Read Replies (1) \| Respond to of 29970

but I'm not sure it is even that disasterous for @Home if they are required to give access to others. The others will have to pay them a good deal of recurring money. Perhaps. But time is the problem. As I understand it from Frank C's excellent explanation of the technical issues, the cable companies would be faced with a long delay in broadband rollout if they were forced to re-engineer their systems for multi-ISP access. Even if AOL were willing to help pay for the upgrades, making them would put a stop to the current rollout schedules of ATHM and the cable companies. My guess is that AOL knows that, and that the legal/legislative strategy they are engaged in is part of attempt to delay the adoption of broadband connections. Even their ADSL deals with BEL and SBC seem to be part of that. AOL says that they'll offer something "real soon now". The announcements lead to articles that paint ADSL technology as something that isn't yet a serious access alternative, even though the telcos are rolling it out right now with interconnections to smaller ISPs. On another front, AOL's name is absent in most stories about advanced broadband developments like multicasting. So my impression is that AOL's unspoken broadband strategy is this: "Delay it. Stop it."