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Technology Stocks : AUTOHOME, Inc
ATHM 23.89+2.2%3:59 PM EST
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To: Jack Hartmann who wrote (18719)1/12/2000 9:27:00 PM
From: ahhaha  Read Replies (4) of 29970
 
You don't think ATHM has squandered the lead? Where have you been? That is a very poor assertion. They squandered it on Excide which was merely an attempt by Jermo to show he could play with the big boys. Had nothing to do with addressing the quixotic and questionable need for "content".

Who needs the lead? If ATHM had crawled to AOL and given them whatever they wanted, ATHM would be in the catbird seat. Such a deal would have circumvented the current mess and wouldn't have, in material fact, conceded anything. It was a win-win synergy, but instead, it's lose lose chaos.

The problem is that ATHM is not defined in mission. No one knows much less management where the boat is going except to somewhere that satisfies someone else's concept of the company. Is someone else MSO? ATT? AOL? stockholders?

The AOL-TWX thing is a great opportunity to take back the lead. That requires courage, the courage to close the campus and to choose a new direction, but to choose some direction. Define the company. Management shouldn't give a damn what the principals think. Big stockholders have only managed to ruin the company. If management goes along with stockholders, the management will be canned, so they might as well break away.

Forrester thinks that "the company may have to agree to a "fire sale to CBS Viacom or Fox to create a second-tier competitor to AOL/Road Runner." This would be the equivalent of another Excide and it is an exceedingly poor idea. How could ATHM pull that off anyway? With 2010 revenues? Att is tapped out.
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