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

To: Frank A. Coluccio who wrote (8125)	4/17/1999 4:29:00 PM
From: RTev	Read Replies (1) \| Respond to of 29970

There are compression techs that could support high quality video over cable modem, at this time, over the allotted spectrum. That brings up a general question about the ATHM business model. I don't understand where the split lies between the cable companies that own and deploy @home service and ATHM. It seems to be an easy separation when part of the cable wire is providing video feeds to the TV and another part is providing data to the PC. But what happens when the two parts of the feed start to intermingle? Who would collect the fees for a movie download if ATHM managed to overcome the congestion problems? On a Cox system, for instance, @home would then be competing with the movie offerings on Cox cable. Before that happens, though, there are other mixes. What about a settop box that displays an html-formatted preview channel? Does ATHM get some of the subscriber fees for all users of that settop box? And what happens if the MSO decides to offer a keyboard for the settop box with some form of web surfing or email?