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: yihsuen who wrote (10291)	6/4/1999 4:39:00 PM
From: E. Davies	Read Replies (3) \| Respond to of 29970

"Monopoly only makes us poor; competition has us complaining all the way to the bank." This is probably true, but the effect is a long term one and will take a long time for the market to grasp. What concerns me more is that opening the cable systems would be a complex techinical & administrative task which would severely distract everyone from moving forward with new upgrades. ATHM could become bogged down in a city by city regulatory tangle. Think for a minute: why did DSL stocks surge on the news? I could even imagine T calculating that providing service under these conditions would no longer be economically viable. What then? Sure T will appeal and the issue will drag on in court while ATHM goes on building customers. What effect will that unknown have on the stock? Eric

To: yihsuen who wrote (10291)	6/4/1999 10:52:00 PM
From: 2brasil	Respond to of 29970

to me it proves the dial up feel threatened as they se and know the future! do the bosses of these big isp use dial up i bet not they have cable or whatever is better than 50-56 bps regards bruce qoute from fool.co fool.com The Rule Breaker rose over 4% (gaining what it lost on Thursday and more) on strength in America Online (NYSE: AOL) and despite a swoon in @Home (NYSE: ATHM). The two stocks moved on news that a federal judge ruled in favor of Oregon officials who believe that AT&T (NYSE: T) should provide its cable network to competing Internet access providers. This decision probably puts into motion what could prove to be a very long series of lawsuits. Who might win? I'd say AT&T, either way. It's AT&T's network. If it shares it with competitors, it will charge for access. Competitors would cover the cost by charging higher prices for services, meaning that AT&T's majority-owned @Home could score a competitive advantage. Anyway, AT&T doesn't have a monopoly on high-speed Internet access and the notion that it does -- as it's presented -- is silly. DSL will be available country-wide from many providers, as will satellite access. There are many ways to achieve high-speed Internet access. AT&T is pursuing the cable route. It owns the cable network. It paid for it. AT&T should be able to do with it what it wishes. Or, should the first satellite connection companies make their satellite services available to every competitor, too? America is a country of business based on capitalism, not socialism. Heck, AT&T has competition even from single guys. Paul Allen's High Speed Access Corp. (Nasdaq: HSAC) came public today and rose 56%, to above $20 per share. The company competes with @Home and RoadRunner by providing high-speed Internet access through a cable modem. Here's one reporter's summary of the AT&T news. Meanwhile, the Fool's @Home board is hopping with great discussion. Have a Foolish weekend!