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Technology Stocks : AUTOHOME, Inc
ATHM 23.03+2.3%3:59 PM EST

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To: MIKE REDDERT who wrote (19921)3/2/2000 11:19:00 PM
From: Solid  Read Replies (1) of 29970
 
It was amazing, the comments the antichrist made in D.C. about enabling ISP's to the cable pipe and how 'we support them yada, yada, barf...' Seems they are not just saving face but also making a 'case' for their ultimate ride on ATHM's reading railroad. After all, their 20 mil to ATHM's 59 mil gets AOL much more then it gets us on RR.

It will be interesting to see not just the technological fix needed to get them on, but the fee schedules that work out. AOL has more to gain from using its platform to sell to its subscribers and because of this established income machine may have less to lose then ATHM from cheaper usage fees. Before this happens Excite needs to be a huge hit if the Excite@home model is to work. [fingers are crossed]

March is a big month, Portland and Excite launch.

'Time keeps on slipping, slipping, slipping
into the future...'
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