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Technology Stocks : AUTOHOME, Inc
ATHM 23.75+0.1%Dec 1 3:59 PM EST

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To: Boplicity who wrote (13465)8/4/1999 12:38:00 AM
From: Ron Dior  Read Replies (2) of 29970
 
<<What is Excite/@home? Where is the content, next generation interactive broadband content? All I see now is talk, and a boring but fast ISP.>>

I totally agree with you. If ATHM were a strictly dial-up ISP they would be considered a joke. But in sharp contrast they are not! They control the "fastest" ISP, and no one else can have it for quite some time. Because of this, the content will be handed to them on a silver platter along with a nice premium. This is the whole key to ATHM's success. Not their management team, or their great first page but the fact that they have the key. AOL, YHOO, MSFT are all looking to work deals or simply buy the company. No doubt about it......

Ron Dior
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