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: ahhaha who wrote (8592)	4/25/1999 2:47:00 AM
From: Jing Qian	Respond to of 29970

Ahhaha, I read your 8585, I don't see any compelling reason as to why FCC can't allow this purchase, let alone going against laws. Buying UMG doesn't make T anti-competition, it only makes T a bigger cable company, but not as big as a monopoly in FCC's criteria. BTW, BB Internet is so far only the buzz, still far weaker force than AOL's dialup access riding on RBOC's lines. What monopoly are you talking about? Ahhaha, I think you are avoiding my questions. If you want to find a monopoly, AOL and RBOCs are more qualified to the rank. There is not even any competition to the dialup world so to speak. How can you say 750,000 cable modem subscribers pose any competition to AOL's 16 million subscribers? You are confusing the possibility of becoming a monopoly from being a monopoly. After buying UMG, T still only controls less than a third of the cable market, not enough to be perceived or accused of being a monopoly.

To: ahhaha who wrote (8592)	4/25/1999 3:18:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Thanks for that message. Your perspective is becoming clearer to me gradually over time. I tend to agree with your position that the FCC would not allow the merger of RR and ATHM. I happen to think that they would be wrong, but I dont think they will allow it. However I dont see why they would have any serious problem with the merger of UMG into AT&T without RR (as long as RR stays a viable competitor). Excluding broadband internet its pretty darn hard to imagine a combination of TCI and UMG under AT&T as anything even remotely approaching a monopoly. Just more competition for the RBOC's in local phone service. Thats a good thing I dont see how they can pass up. Eric

To: ahhaha who wrote (8592)	4/25/1999 11:12:00 AM
From: KJ. Moy	Respond to of 29970

ahhaha, It's a pleasure reading your knowledgeable posts and Jing Qian's. Both of you have very legitimate points. IMO this relatively new cable modem technology has not have a chance to prove itself that it is far more superior than RBOC's DSLs. Why in the world FCC and Washington would go out of their way to thwart a perfect competition that T is about to offer. First of all, T has to prove this new BB-Internet and BB-Telephony work without a glitch. Second of all, T has to offer a package that is a much better deal for consumers than RBOC's after T is in a position to do so. It all sounds like promoting competition. The argument of T establishing itself as a monopoly again is a perception, not a foregone conclusion. The fact that RBOCs and AOL are running scare is a good sign. They ought to be. RBOCs has been dragging their feet since 1995 on DSL implementation. AOL then was a new kid on the block. They are not the one to blame. Whose fault is it? KJ Moy