SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AUTOHOME, Inc
ATHM 23.59+0.5%2:42 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: FIRENZA who wrote (13351)8/3/1999 4:56:00 AM
From: sunny  Read Replies (2) of 29970
 
The article doesn't make any sense to me. Neither does the deal discussed by businessweek. At least not in this manner. Why? Because there's some better value on the street right now. Cheaper and more powerful - Lycos.

I don't talk about the deal not making any sense - it surely does. But only when the emphasis for Yahoo! is on the At Home part - not Excite.

I just don't get the focus on Excite. Excite isn't gaining any ground in the portal race. Lycos is valued at some 3.4 billion with excite being valued at much more than 5 billion (one third of the combined Excite@Home). Still Lycos has got far more page impressions and unique visitors than Excite standalone.

Maybe there's something I don't get about the writer's ingenuity. But spinning off At Home means the deal doesn't make sense (though the reasoning Yahoo! not wanting to operate an infrastructure company like athm does make sense - but then why would they want to buy it vs. cooperate with 'em???). Yahoo! would allow AT&T a large stake in At Home, the article says. Now - why buy Excite - for a relatively small stake in At Home? I'd say no.

Maybe someone could enlighten me.

Regards
sunny

Disclaimer: Don't own any shares of either Yahoo!, At&t and Lycos. Own some Excite@Home.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News