Ron & KB,
I think they tried to address the real issue that has been holding the stock down during their recent CC. In a sense you, and many here are right, poor management. But the truth of poor management is best exemplified, I believe, with the Excite acquisition. This, I think, is the big unknown and the magnet for many of the nasty, dark iron filings which have covered the once sleek, shinny finish of ATHM.
Q: Who and what is E@home?
A: Uncertainty. A loose canon and deck hands (shareholders) can get crushed in storms by such things.
Open Access is still a concern with the ruling in Portland because of Excite and the merger with ATHM.
No content and no OA issue.
Tracking stock? Oh yea, one more trick to hold the interest and try to win favor with a crowd turned bored and mean by a top billed act (turned second rate?), without the approval of the everyday folks (Ws firms) who bought their tickets and feel cheated.
Dumb pipe was known and predictable.
The bull elephant inexorably moving in the direction the world is going BB.
Now the elephant has a rider on its back and is trying to ready its sandwich signs, billboards, biplane streamers and circus act.
I hope it works. I hope they stay aggressive and prove to the street that it is the right road.
Time will tell and we, who have invested, are paying for the privilege of waiting and watching and hoping and suggesting and musing and second-guessing...
while the street does the same but with fatter fingers then mine and ours, poised atop the sell and -on ever more rare occasions- the buy triggers of the big money machines.
All the while TJ talks with Mr. Clarks high tech phone links from a 150 foot yacht off the coast of Chile to the CC participants. Not too shabby. Did he invite anyone on this thread to join him for cocktails?
Guess it may be due to rally, even I am getting tired.
Stupid, maybe, but you can not have my shares, the elephant IS still walking after all. |
