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Technology Stocks : AUTOHOME, Inc

ATHM 23.38

+1.2%

Dec 4 3:59 PM EST

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To: E. Davies who wrote (13530)	8/4/1999 9:07:00 PM
From: ahhaha	Read Replies (2) of 29970

1. sell Exite?. 2. pool the interests. The MSOs would have a less effective equity interest, but so what? That is of secondary importance. You got to get a yield out of the business first. If MSOs devote their efforts to generating top line via subs, ads, VOD, whatever, their equity interest will be served far more than if they concentrate on preserving their equity interest and stay with questionable Excite? model they have now. The argument is that YHOO management and presentation doesn't add enough to merit a merger for the equity dilution. That's a judgement call and it is my judgement that YHOO adds so much more that it is a savior in disguise. ATHM has got this subs to passed ratio problem. YHOO can go a long way to solve it. The MSOs can't see this because they are buying the hype that they never believed two years ago. They now are thinking that they have a gem when in reality, the gem is fading fast. I am quite sure that Excite? will be dumped and YHOO will be merged. The reason is the inescapable business logic of it. There is also the issue of survival. These two need each other and the fit is terrific.

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