Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Neal davidson who wrote (8408)	4/22/1999 7:28:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

I don't think Comcast is as committed to ATHM as AT&T is. There stands a chance that Comcast might defeat to RR for whatever strategic reason. No, it's not T that was a laggard. It was TCI before T bought them. T is more committed than Comcast to push for @Home because T has no else to go except @Home. If now MediaOne is in T's hand, that means MediaOne will become a part of TCI@Home. And T becomes a part owner of RR too. This move makes T not only a partial owner of RR, but also makes T the number 1 cable operator in the US. In other world, this move reinforced @Home's dominant position. Now, I am only concerned about what the regulators think out this.

To: Neal davidson who wrote (8408)	4/22/1999 8:56:00 PM
From: E. Davies	Respond to of 29970

Can we assume that AT&T would tell TWX to go to hell if they tried to veto the deal or tried to push RR service? AT&T has very little influence over TWX. Comcast sticking with @home is essentially a voluntary thing, the chance that they would defect to RR (or someone else) was very real, now it is even more real. The only thing that will muddy the waters is whether the users such as yourself will accept being forcibly moved to another service. I'd appreciate feedback on your opinion of how much the @home brand stands out in the eyes of Comcast subscribers. Eric