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Technology Stocks : AUTOHOME, Inc

ATHM 23.74

-1.4%

2:16 PM EST

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To: Jing Qian who wrote (13937)	8/10/1999 11:48:00 AM
From: ahhaha	Read Replies (2) of 29970

Att can't force an XCIT spin-off. AOL can get in cable distribution anytime they want. They wisely don't want. AT&T correctly believes that XCIT is a loser maybe for the wrong reason. The right reason is, what has or what is XCIT doing to enhance the media presentation of ATHM? Not much. What a difference YHOO would make. Maybe the right strategy with YHOO is to put them and XCIT buttons on the front end and see how much traffic they generate versus XCIT. If they get more, expand the business relation. No merger, no purchase, just competition. This is what was developing until Businessweek threw their media selling sensationalism into the story. ATT isn't in the process of restructuring ATHM so that they can be reduced to a dumb pipe company? This is an idea which this thread has generated due to falling stock price. ATT can't buy ATHM. The other cable partners in the consortium have effective "poison pills" and would demand too much. Distribution and presentation are separate markets and so the action would be excess aggregation. It isn't in Att's interest to take on a media company's management. That's not their expertise. The MSOs are distributors. Since ATHM is their child ATHM has inherited the distribution trait, but it is time to phase that out and phase in presentation which differentiates the company from all other ISPs. ATHM must look upon herself as a mere ISP which is the only protection from the inevitable open access. This kind of attitude forces the company to achieve beyond any consideration and so the company would prosper regardless of the outcome mix.

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