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Pastimes : ASK Vendit Off Topic Questions

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To: Vendit™ who wrote (2010)	10/2/1999 10:54:00 AM
From: ChinuSFO	Read Replies (1) of 19374

Vendit, what about ATHM. On Friday, both ATHM and AOL were up in anticipation that something which would benefit both was in the works. If nothing happens then, I agree that there is a strong possibility of some retreat in AOLs price. If that happens then ATHM should also retreat, is it not? Another possibility is that ATT may internally realign their business with Excite becoming an independent entity. This would leave ATHM to concentrate on their core business of broadband pipes. Should this happen then investors may see a value of that realignment and that may move ATHM stock higher. That IMO is also a positive for AOL in the long term. I am led to speculate that in the event of a business realingnment, ATT will now be better positioned to track Excite's performance and if they fail to rake in profits, then they may become a good property for ATT to sell off, possibly to AOL. But I don't see that happening at least for the next 3 months. What's your opinion on AMZN's ZShop model? Will it be a big success, moderate success or merely provide a slight boost to AMZN's profits? Regards Chinmoy

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