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: RTev who wrote (8442)	4/22/1999 11:43:00 PM
From: JayPC	Read Replies (1) \| Respond to of 29970

It seems to me that the FTC has for the time being agreed not to hinder the growth and development of the net. You seem to feel the FTC would step in with a heavy hand. Do you have any specific reasons for this, other than your gut feeling? I guess what i am looking for (and i am not being sarcastic) is specific rulings that lead you to believe this is true. Also, the FTC has different sets of rules for cable than say telephony. Wouldn't any FTC rulings in this area require rules that overturn many cable precedents? Something the FTC says they have no wish of doing at this time? Appreciate your thoughts Jay

To: RTev who wrote (8442)	4/23/1999 12:10:00 AM
From: Bud Fox	Respond to of 29970

I believe, that if Comcast terminates it agreement with ATHM and went with RR, they would have to return all their ATHM shares at about 50 cents each. I'm not sure how many ATHM shares Comcast got to sign, but if you multiply that number by ~$146+, were looking at hundreds of millions, if not billions of dollars in lost paper profits for Comcast. This would seem a great dis-incentive for Comcast to defect to RR. Would AT&T be willing to just convert MediaOne RR users to @Home and take the loss on RR value for the purpose of gaining on the increased value of @Home shares?

To: RTev who wrote (8442)	4/23/1999 12:12:00 AM
From: Jing Qian	Respond to of 29970

I don't know what's the agenda of AT&T. But AT&T rather risks regulators than lose market share. It seems that AT&T is single minded on increasing its market share. They can do anything for it, even run the risk with regulators. Losing the market share means demise for AT&T. So, I feel the MediaOne buyout is something T must do. If Comcast gets MediaOne, AT&T will have lost the war. Regulatory issue is only of secondary importance. From what FCC has hinted, the regulator will not touch the cable for years to help create more competition to the bell companies. So regulatory issue is not something we need to worry about now, neither is AT&T. T could even buy Cox. Why not?