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

To: E. Davies who wrote (8883)	5/2/1999 4:03:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

You say providers need to get their provisions closer to users. Closer in space? Don't be misled by Jermo's 0 subscription offhanded remarks. ATHM depends on those subscriptions primarily. The carrying MSOs can't bank on the advertising pull. Do you think Internet ads are effective? You say ATHM is a content aggregator. Let's hope they don't become that because it sounds like a content foister. You lose selectivity. Do you like AOL's presentation? One of the weaknesses of RR is that its network physical model could come nowhere near to carrying the load densities that ATHM does. RR has been able to get away with this because their network is sufficiently dispersed. Concentration would bring it crashing down repeatedly. This is a primary constraint on RR and has to make UMG not all that hot, since it will cost a lot to upgrade RR. I can't find any other BB ISPs to which to apply your local bottleneck criterion.