AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 22.15

-2.0%

Jan 9 9:30 AM EST

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To: KW Wingman who wrote (19354)	1/31/2000 11:48:00 PM
From: Uriel Yepes	Read Replies (2) of 29970

I have been part of many threads that started to lose confidence and if they had only just had a long term conviction they would have been proved right. I was part of SPYG and the world seemed to be coming apart at $5.00 but here we are today at $35.00.Nobody believed PDA's would every work out and now Steve Harmon sees the light. I was with Yahoo at $26.00 and everyone on Wall Street was saying it was an overvalued stock. With JBL at $11.OO nobody wanted to buy and here we are at $63.00. Nobody wanted Amat or LRCX a year and a half ago and analysts even said CSCO at $40.00 was an expensive stock and look at where it is today. ATHM is one of those out of favored stocks we all know why everyone hates and when the street finally acknowledges the value it is too late. I have no problem having them grow at the current pace and lets see how much ATHM is worth in two years. Lets see Steve Case do miracles with TWX and have those margins explode the way they did with AOL. He had the luxury of a explosive growth in a small company he could steer around fast. Lets see him make mistakes and see how fast he can turn around a mammoth ship like TWX. This is just one persons opinion but in a New Industry like the internet Co. need quick action and he just lost his propeller. People will see next Q that TWX is not going to be able to catch up quite as easily as just merging. This Q numbers will surge in subscribers and content will make its way in form of alliances. This company has met every promise made and with time it will prove its point just hold on.

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