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Technology Stocks : AUTOHOME, Inc
ATHM 22.04-4.0%Jan 30 9:30 AM EST

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To: E. Davies who wrote (16950)11/12/1999 7:15:00 AM
From: Educator  Read Replies (1) of 29970
 
Hi Eric- That was an interesting article on T's current disappointment and future expectations of @Home. Personally, I think @Home has been doing quite well, and as you have pointed out in the past, they have met the Street's expectations each time. This criticism on behalf of T does give more credence to a possible parting. I would be surprised at a deal, and would think T would also keep some vested interest in ATHM.

I listened to Ash Rajan (Prudential Securities) on CNBC this morning. During his last two visits, he has avoided ATHM like the plague. Do you remember when ATHM was his top pick on every visit? Of course it worked for him during the stocks wonderful ride to a pre-split 200. Now he won't touch it with a ten foot pole. He probably doesn't want anyone to remember when it was his pre-split recommendation at 175!

Have a good one, Eric!

Ed
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