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

To: Gregory S. Wagner who wrote (8185)	4/19/1999 6:18:00 AM
From: daffydog	Respond to of 29970

Greg, Re: "The more successful it is, the more it breeds competition." ATHM is positioned such that the barriers to entry are enormous for others who would like to compete. ATHM has something like 60% of the passed American homes in an exclusive contract for a couple of more years (and most, if not all of Canada). This is not comparable to a chip or box maker, where anyone with enough capital can build or buy a plant. This is why AOL has resorted to whining to congress over access to the broadband. Rosen forced the resignation of the CPQ president (it's in all the papers this AM), and perhaps this will be the thing to re-ignite the tech sector. We'll see soon enough. MGG