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Technology Stocks : AUTOHOME, Inc
ATHM 23.46-1.2%Dec 2 3:59 PM EST
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To: E. Davies who wrote (15970)10/6/1999 10:33:00 PM
From: GraceZ  Read Replies (1) of 29970
 
Openning the cable 2-3 years in 2002....might as well be an eternity. The OpenNet guys will still be in court. Just think about all that has changed in the last 2-3 years. When did you first hear about AMZN (remember the ATHM push for 100,000 subs)?

I'd say that Case has less than a year left on the clock to make a deal with ATHM and then the window will close. He's just a little too arrogant. He needs to learn a little something from Bill & Andy about being paranoid. The crying to the feds really rubbed me the wrong way. I wonder if all these local governments and consumer activists realize how much they are being used as leverage.

My parents had a great solution when my sister and I would fight around them....they punished both of the offenders, no matter who started it (it didn't keep us from fighting, but we kept it under wraps and away from them!). This is sort of what has happened to both ATHM and AOL stock. They both got punished for not getting along and AOL's crying to Mom & Dad.

First off, it pointed out to the public that AOL didn't have a broadband plan, after that everyone saw that AOL might have a problem in the near future executing their business plan (lofty stock price needs flawless execution) The next realization was, if AOL can't execute, how could ATHM? ATHM w/ Excite is the same business plan as AOL.

Personally, I'd rather see a "strategic partnership" before any kind of merger. If I get a bunch of AOL stock, I'm outta here.
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