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Technology Stocks : AUTOHOME, Inc
ATHM 23.59+0.1%3:59 PM EST

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To: Marco Polo who wrote ()1/8/2000 1:52:00 PM
From: vanj   of 29970
 
T has finally got its strategy right.
ATHM has again become a stock worthy to invest.
AOL holders realized the free isp implication and its stock
price dropped on the news. T just needs to replace the head PR person. Any other day the news is worth 3-5 ATHM points.
And they have to pick the worst NASQ day to announce the news.
ATHM can now become ATHM again and go out agreessively sign up as many users as they can get without this two-head monster, EXCITE/ATHM@HOME. EXCITE can focus itself to build free portal to compete with yahoo and take away aol users.
With the current cable connection, if ATHM can get their price right and sign up as many users each quarter. AOL can not and will not survive. AOL has to come up some thing quick. Last time AOL did such a excellent job to stall T/ATHM on the so-call open access issue. And T was so stupid to play up the bad guy and took a defensive role. T should have happily supported the open access, either way T will get user fee on the cable lines. And then ATHM can drop its monthly fee to 19.95. There will be no more AOL in two years. And the nail will come when the bundle service is available. Loaded it up guys and girls. How far they can push down the price anyway, 32-33. Big deal.
Yes, I'm a heavy investor on ATHM.
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