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Technology Stocks : AUTOHOME, Inc

ATHM 20.73

-1.0%

Feb 4 3:59 PM EST

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To: CGarcia who wrote (13904)	8/9/1999 10:42:00 PM
From: E. Davies	Read Replies (2) of 29970

AOL and ATHM are in two different sub-fields of the business. Sorta like AAPL and DELL. In the long term they move together, in the short term they move opposite to each other. I see nothing wrong with holding both. It helped ease the pain of seeing ATHM pounded to see AOL move up. Today when AOL went up and ATHM down I sold my AOL and used it to buy ATHM. I did so because the "good" news for AOL really didnt help the stock that much, and it looks like now it has further to fall than ATHM does. I will likely switch it back again to holding some AOL sometime. Eric

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