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Technology Stocks : AUTOHOME, Inc
ATHM 23.96+0.6%3:59 PM EST
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To: ld5030 who wrote (18733)1/13/2000 2:00:00 AM
From: E. Davies  Read Replies (1) of 29970
 
AOL's acquisition validates that cable is 'it' for internet access

And the market has annointed AOL as the cable king. Reality is irrelevant, and eventually the market makes the reality it expects through the stock price. The market gave the power to AOL to buy something real and is taking the power away from ATHM to grow its business and keep its employees.

The logic goes like this:
a) AOL is king of the internet
b) AOL now does cable
conclusion?
c) AOL is king of cable

We can point to the massive growth in ATHM and the fact that RR cannot grow any faster and it wont matter. You tell people ATHM has 1 million broadband subscribers and thier answer is that AOL has 20 million. You may think I'm kidding but I've really had these conversations.

Reality is irrelevant. Its all in the image- and AOL has won the battle of the image. ATHM will have maybe 2 1/2 million customers in a year. So what? AOL will have 25 million by then. Right now AOL gains more customers in a month than ATHM has in its entire lifetime.

Of course I know this is all absurd logic. It doesn't matter. Absurdity is "in".

I don't know what it is going to take to make this market see sense. Something *big*, something *visionary*. From TJ & Bell? Without something big we may need to wait until the exclusivity agreements are over and ATHM is still a massive success before the market gives them any respect.

Eric
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