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Technology Stocks : AUTOHOME, Inc

ATHM 24.75

+1.7%

10:35 AM EST

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To: E. Davies who wrote (11806)	6/27/1999 12:42:00 PM
From: Tom D	Read Replies (3) of 29970

<<Why dont you ask your money manager?>> All that the money manager knows about is a market timing model. They are a hedge, or defensive investment. They don't know anything about individual stocks. They time the market and then move in and out of mutual funds. I am just looking for low risk with 10-20% per year for part of my portfolio, to offset the internet part. cooperlinsehallman.com My pension from work is in mainstream conventional money manager stocks, attempting to squeeze a couple hundred basis points above the index averages. FWIW, I think HLTH is the future of medical informatics. All AMZN has to do to flourish is become profitable. I think that is reasonably likely in a few years. If it happens, AMZN will be a miniature keiretsu or an internet mutual fund with many interrelationships and synergies. ATHM has risks of scale-up, legislation risks, and risks that the internet just moves on to fiberoptics and doesn't spend a decade in the cablemodem phase. Too many unknowns for me with ATHM. What is your basis for the opposite view? Best Regards, Tom

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