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Technology Stocks : AUTOHOME, Inc

ATHM 23.38

+1.2%

Dec 4 3:59 PM EST

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To: ahhaha who wrote (18722)	1/13/2000 12:40:00 AM
From: gpowell	Read Replies (3) of 29970

The time for a strategic partnership with AOL ended the day Jurmoluk bought excite. This act didn't define ATHM's direction, a marriage of content and distribution, but made it virtually impossible for Jurmoluk to back away from that business model without looking like a dolt. More than anything, in buying excite, Jurmoluk limited his maneuverability to remake ATHM into something more than an ISP - what term was coined for that.. an ISP to ISPs. They could have done this on their own terms - gradually implementing the concept right up to the end of exclusivity. Perhaps it is not too late for Jurmoluk to admit his mistake - and spin off or sell excite.

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