AUTOHOME, Inc Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ahhaha who wrote (17394)	12/1/1999 6:54:00 PM
From: KailuaBoy	Read Replies (1) of 29970

ahhaha, > By eliminating Excite?! deals with AOL can now advance. I know you haven't but some have entertained X buys Y patzer thinking wrt AOL. > Ain't gonna happen. All those clowns jawed about what is impossible and what isn't in anyone's interest including patzers. Now it's no longer > operational. Ho hum. Just another gum beating non issue. AOL needs both cable and DSL, so AOL will make agreements to become available in >those "spaces". I think that this is good for the company. It encourages execution. If Excite! becomes relevant then it is an asset. If not, the propeller-heads at Excite! become propeller-heads somewhere else and Excite!! becomes Exit!. ATHM rolls on either way. The questions I have are: If Excite! becomes relevant and develops a compelling product does ATHM keep them? That would tend to keep ATHM, and the MSO's in an awkward position with content providers. If Excite! flounders, who would buy them and for how much? Does it become a 7B write-off? Does ATHM begin selling the "start page" to different content providers? That wouldn't be bad either. Thanks for the feedback. KB ps. The ones who are touting AOL purchasing ATHM are dreaming. It makes anti-sense.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next