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Technology Stocks : AUTOHOME, Inc
ATHM 23.52-0.5%11:31 AM EST

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To: Educator who wrote (12232)7/10/1999 7:29:00 PM
From: KailuaBoy  Read Replies (3) of 29970
 
Hello Ed,

What matters to this company most isn't what is happening now on the regulation/nonregulation front. The stock will go up or down depending on what some city council member says on the news. That doesn't matter. Believe it or not I think that forced access (I like to call it that) is not what matters most. I'm with you in this way...

What matters MOST to this company is growing a substantial business despite all the "internut" mania because when the smoke clears and the business models begin to be predictable and revenues can be projected with a greater degree of certainty, then we will see who has a sustainable and profitable business. Then those who "built" while others "pumped" will be rewarded. I don't think that it will take more than a couple of years for the true titans to begin to emerge. Is ATHM one of them??? I don't know. One thing that I do know is that they can be. They have the pieces in place. The answer is simple, they either will or they won't.

Near term stock price matters only to the gamblers and they don't interest me.

Now I'm going to barbeque a chicken in celebration of the women's World Cup win.

Out.

KB
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