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Technology Stocks : AUTOHOME, Inc
ATHM 23.41+1.5%Dec 22 3:59 PM EST
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To: E. Davies who wrote (13253)8/2/1999 4:49:00 PM
From: Frank A. Coluccio  Read Replies (1) of 29970
 
Eric,

I see we're reaching a point of consensus on some of these issues:

"Fortunately there is good money in being a dumb pipe if you have a better pipe than anyone else..."

[and]

"How the transition process will occur is completely a mystery to me. I know it will be unbelievably slow and painful."

Translation in my book, the MSO is best suited to acting like a carrier. Which is what T has always been.

Regards, Frank Coluccio
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