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Technology Stocks : AUTOHOME, Inc
ATHM 23.96+0.6%Nov 18 3:59 PM EST
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To: CGarcia who wrote (16022)10/7/1999 7:34:00 PM
From: ld5030  Read Replies (1) of 29970
 
The perception of T is not the issue. Perceptions change when revenues come in. T does not need to make a bad deal to get the irrational exuberance of a net stock. Many on this thread have shown why ATHM does not need AOL: 1) it does not speed up the broadband rollout, 2) AOL has content that is duplicated easily, 3) AOL has no technology to speed up the network, 4) why share revenues when you can have all of them? Deals are made when each side has something to offer. AOL has customers ripe for the picking and nothing more. You propose that T needs AOL because it would make ATT look more like a net player. If they want to look like a net player issue a tracking stock, don't sell out. It is true that ATT stock has taken a hit lately. This is probably due to the enormous competition in long distance phone service. When all calls are made over the internet and wireless T may be the only one standing. I am not anti-AOL, just anti-deal. AOL has been a great stock to own these past few years, but it is no longer a well positioned company. We'll see how perceptions change when ATHM gains more subscribers in a quarter than AOL. At that instant AOL will look like a has-been and ATHM will look like the next AOL.
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