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Technology Stocks : AUTOHOME, Inc
ATHM 23.48+1.2%3:59 PM EST

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To: matt gray who wrote (20389)3/29/2000 8:10:00 PM
From: E. Davies  Read Replies (2) of 29970
 
Under the surface, what does the deal mean?

Thats a darn good question.

Am I the only one who isn't really much clearer about what is happening?

I think actions today make it pretty obvious that AT&T is not planning to dump ATHM, which I suppose the market was worried about.

What else has been resolved?

Will ATHM make money off of other ISP's or not?
What is going to happen to Excite?
(I see no surface reason why this news has anything to do with an Excite tracking stock)

Think like your average brainless analyst- is the picture any clearer than it was?

Eric
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