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Technology Stocks : AUTOHOME, Inc

ATHM 23.48

+1.2%

Nov 21 9:30 AM EST

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To: gpowell who wrote (21299)	4/21/2000 2:55:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 29970

ATHM is a lousy content provider, but they do own a nationwide broadband network. And therein lies the problem at the heart of investor's concerns. Is E@H a content provider, a broadband infrastructure play, or both? I don't blame them for being confused because management has always been confused about this, and this confusion in turn was caused by T's well documented hatred of "content". Honestly, is there any serious person who thinks ATHM did not overpay for Blue Mountain Arts? I mean, this company was managed by a hippie couple and a small staff. For the price (was it 550 million?) I think ATHM could have hired a huge staff of content developers for much less than that. But ATHM made the mistake of taking pundits and critics too seriously: "ATHM needs content and needs it now!" Shit, AOL lost Motley Fool and it has no affected them one bit. And don't get me started on the price of Excite... But this is all in the past. It looks like ATHM is once again focused on infrastructure, which is where they should have been the whole time. DocStone

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