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Technology Stocks : AUTOHOME, Inc
ATHM 24.08-3.1%Nov 14 9:30 AM EST

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To: ahhaha who wrote (17357)12/1/1999 1:15:00 PM
From: KailuaBoy  Read Replies (2) of 29970
 
ahhaha,

The tracking stock isn't going to be issued for 3+ quarters due to "tax" reasons. I don't buy it. This sounds like a deadline that allows sufficient room for dealing with the Excite! factor in other ways.

T should be happy because they can divest their content. It may be good for Excite! because they are once again decoupled and must perform or disappear. They did better that way than they are doing now.

Maybe the 3+ quarters allows Excite! to become relevant. By that I mean that a critical mass of ATHM customers may have arrived and "Broadband" content differentiation may be beginning. That would make Excite! exciting. Right now they are not interesting.

Is this making any sense? Does it matter?

KB
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