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Technology Stocks : AUTOHOME, Inc

ATHM 23.48

+1.2%

Nov 21 9:30 AM EST

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To: FR1 who wrote (20455)	3/30/2000 10:49:00 PM
From: Ron Dior	Read Replies (1) of 29970

As far as I can tell, Forbes is implying that the AOL/TWX deal will make it so they (with roadrunner) can offer more to Cox/Comcast than ATHM can (I assume implying Cox and Comcast will switch to roadrunner). T, with a big investment in ATHM, had to scramble to save its investment and hence this deal. The article colors T as shaking in fear of AOL/TWX. The article almost leaves you with the feeling that Cox and Comcast will cash in their ATHM shares for a big profit in January and move to AOL/TWX. 1. What could AOL/TWX possibly offer Cox/Comcast that T/ATHM couldn't? 2. How difficult or easy would it be for them to make all of the necessary changes in order to dump ATHM and bring on board AOL/TWX. 3. Would Cox/Comcast/ATHM customers want to be bothered with a change of service? 4. Financially would Cox/Comcast be better off dumping ATHM and bringing AOL/TWX/RR on board (more per subscriber)? 5. Will AOL/TWX grow at the same rate as T/ATHM over the next 6 years thus proving to be a better investment for Cox/Comcast? 6. If AOL/TWX offer Cox/Comcast a better deal will T/ATHM sit still or will they come back with a right hook to the chin? Though I do agree that AOL/TWX will come back with some type of answer to this (and I am sure it will be brilliant), I find it hard to believe that they can offer the cable companies anything more appealing. Cox and Comcast are both very happy with ATHM and making a ton of capital. Trying to dump them a year from now could prove to be suicidal. ATHM has a major footprint and name recognition for High speed cable access. AOL is still the King of the kiddies, instant messages, and you've got mail. High speed freaks are more into the meat of the web and they want the best connection. That best connection is ATHM not AOL. Don't think that the cable companies don't know this. RR is also a good connection but they would have to implement RR into their systems. I am not a big tech guy but I am sure there are plenty on here who could expound on this dilemma for AOL/TWX/RR. Ron Dior

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