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Technology Stocks : AUTOHOME, Inc
ATHM 23.64-1.3%3:59 PM EST
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To: ahhaha who wrote (22001)5/10/2000 1:51:00 AM
From: gpowell  Read Replies (1) of 29970
 
Something may be cooking, as you say. I found it strange that ATHM still doesn't know whether the international businesses will spin out as a marriage of infrastructure and content. Although, it would be like ATHM's management to announce something but not have clear idea of exactly what they were doing.

I had speculated earlier today that perhaps we are being prepared for the cleaving of Excite out of ATHM. Without the reassurance that the network is the real key to the MSO's BB plans, there would be no telling what could happen to the stock price. Let's face it, most analysts see ATHM as simply a portal, which just happens to have last mile access through the cable lines. That misconception on the part of the street is TJ's fault, of course.

Excite is just an added and completely unnecessary complication in the future of BB services.

Is any of this making sense?
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