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

To: ftth who wrote (10374)	6/4/1999 11:40:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

First, the exclusivity only applies to services greater than 128 kbps, so dialup ISP's AREN'T excluded. Ahem. Dial up ISP's over cable? I'm worried about those <g>. Second, the cable partners are under no affirmative obligation to carry any of ATHM's services. Sure. They could simply choose not to jump on the biggest opportunity of a life time to save themselves from a dying TV franchise. Third, the exclusivity doesn't apply to telephony services or business services. ATHM offers those? <g> Fourth, the exclusivity agreements expire in just under 2 years. Having a reasonable period of time to get established before opening up ATHM to much larger competition is a perfectly reasonable thing. It is drastically different from having @Home do much of the technical work to develop a workable architecture with the MSO's and then allowing better known names with sticky e-mail addresses who have no idea how to do broadband simply come in and use it. What about @home getting return on its investment and intellectual property for helping make this all come together to begin with? Eric