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Technology Stocks : AUTOHOME, Inc

ATHM 20.90

+1.1%

Feb 6 9:30 AM EST

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To: Sleeper who wrote (14792)	8/22/1999 4:16:00 PM
From: Rascal	Read Replies (1) of 29970

Great information and thinking. Thanks for confirming that nobody really knows! AOL and ATHM and T each has a distorted view of how the pie will be cut. You say: AOL- sub base and brand recognition ATHM- BB expertise, content ATT- pipes, infrastructure, marketing expertise AOL.. I think AOL has the sub base and brand recognition BECAUSE they have "marketing expertise". ATHM.. I am not convinced about their "content". ATT.. Is it the right infrastructure or does it need to be upgraded? I am not convinced that "their marketing expertise" would replace AOL "marketing expertise" This is what it is all about. Each company is being valued. The gaps in views is too wide. Somebody is going to have to take a hit based on financials. They are going to look at revenue per employee or something like that. Check out those staff departments...there are going to be hard decisions.

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