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

To: Ron Dior who wrote (9049)	5/4/1999 11:22:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 29970

I knew you would like it. Mr. Armstrong just gave us a little window to the future. Greg

To: Ron Dior who wrote (9049)	5/5/1999 2:02:00 AM
From: Jing Qian	Respond to of 29970

Ron, don't forget that ATHM doesn't get all $40/month. At best they get only $20/month.

To: Ron Dior who wrote (9049)	5/5/1999 8:16:00 AM
From: RocketMan	Read Replies (2) \| Respond to of 29970

Ron, before you go mortgage the house, keep in mind that there are tremendous costs in infrastructure enhancement needed to upgrade cable to provide internet to all of those potential subs. And operating such a large network will not be easy. T has their eye on the telephone portion of the cable business. They can come in and grab the real estate, but they can exit just as easily if the costs become too burdensome or the technology too premature. I still love the potential here, but let's not forget that this is still a high risk investment. From Bloomberg: AT&T has a long way to go to prove its bets on cable will pay off, analysts said. AT&T has to invest billions of dollars to upgrade cable-TV networks to provide phone services. It also has to ensure the technology works. Providing phone services over cable networks has never been done on a widespread basis before, analysts said.