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

To: ahhaha who wrote (8945)	5/3/1999 12:53:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

>>What in your vision is the value added of @home? In what way are they special that matters? Before you came on this thread I spent 1,000,000 words explaining that over many sneering objections. Practically none of them are still around. Times have changed and things are no longer the same. What most consider @homes advantages have been mutating into different advantages. As you say they no longer have a significant technological lead, though I'm still not clear why they needed TCI to maintain the lead. They may no longer have the unswerving allegance of a coherent cable partnership (though even without Comcast & UMG they are plenty big) The purchase of Excite requires that ATHM be successful in the content domain or half of the company was given away for nothing. DSL maintains just as much a possible competetive position for "midband" as it ever has, maybe more with advances in DSL technologies. Our discussion seems to show "midband" (<1Mbit in my definition) is roughly all the internet can handle at the current time anyway. I still believe that ATHM has big advantages and big potential, but I'd love to hear a summary of what any deep thinker such as yourself out there feels as well. Eric

To: ahhaha who wrote (8945)	5/3/1999 1:59:00 AM
From: Jing Qian	Respond to of 29970

Because it is cheaper and easier for competitors to build what ATHM has. The cost of entry is lower. We like competition but we don't want to go out of our way to help competitors. We believe they are completely capable to help themselves. This is called respect. Ahhaha, I don't mean to belittle you. But I think you got the priority wrong. Technology is important, but not as important as the exclusive right of use of the cable lines to the millions of homes. Whoever gets the access right can score big even with a lesser technology. Besides, ATHM's technology is not inferior than any competitors. AT&T is about to close the deal with UMG, after that, do you see any real competitors out there? Not one, most of the competitors are inept ones, such as AOL, RR and etc. No matter how mighty AOL is, they can't find the pipes to build on. So AOL will stay with phone lines, and their best bet is to upgrade to ADSL phone lines. RR is not really in competition with ATHM. MSFT will not bother with AT&T because ISP and transmission is not their main business anyway. Comcast will not break away because they have no where to turn to if they don't have UMG along with its 25% ownership of RR. So where are the competitors out there?