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Technology Stocks : AUTOHOME, Inc

ATHM 22.68

+1.9%

Jan 2 9:30 AM EST

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To: psh who wrote (12603)	7/18/1999 3:28:00 PM
From: HECTOR RUBERT	Read Replies (2) of 29970

PSH.....Here are my comments relating to AT&T, ATHM, and AOL!!! The CPQ deal with CMGI could have set a presedent to what AT&T and AOL might be working on. In this deal, CPQ gave CMGI its ALTAVISTA portal and other internet assets for a stake in CMGI. This works for CPQ in the sense that they now have someone with expertise running their internet assets and they have an equity stake in the future prosperity of CMGI's execution. Bottom line? Very little if any dilution of shareholder value. Basicly a swap for synergy values that benefits both parties. I believe AT&T might be working a very similar deal with AOL regarding ATHM. AT&T has always wanted to acquire AOL. However, Mr. Case would never give up control of its media empire to a phone company. Now AT&T has leverage with its cable operations and ATHM. Excite has had years of excellent working relations with AOL via NETCENTER and AOL.COM. AT&T is a communications company. ATHM is a broadband internet communications/media company. AOL is the largest Internet and Media Company in the world. AT&T's fervor in the cable acquisitions was strictly to build enough clout for AOL to strike a deal with them. Armstrong has been dying to get his hands on the 18million and growing AOL population. AOL wants to expand its media holdings via a solid broadband network. It is quite likely that some sort of deal is worked out so that AT&T will hand over ATHM for and equity stake in AOL. AT&T wants to own AOL not ATHM....this is a well known fact for years. I believe AT&T has finally built a good enough war chest for AOL to consider AT&T as a major partner. This would mean that AOL would have absorbed 3 of my previous holdings 1st Netscape, 2nd Excite, 3rd ATHM. The thought of AOL increasing its membership via the explosive cable access just blows my mind. AOL will maintain its other distribution channels via Satellite and DSL...remember their objective is AOL ANYWHERE!!!! So, it will include CABLE no matter what others say. Best, Hector

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