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Technology Stocks : AUTOHOME, Inc

ATHM 22.77

-0.3%

Jan 27 3:59 PM EST

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To: gpowell who wrote (22026)	5/10/2000 5:49:00 PM
From: KW Wingman	Read Replies (1) of 29970

True, but that fact does not prove that it is a bad idea to own Excite as a part of ATHM. <Excite is not needed to enable the delivery of BB services.> I would like ATHM to try to leverage it's pipelines. I want the company to be both a pipeline company and more. This is what management has been working to achieve. The focus of the company is properly positioned in increasing subs. I have no doubt that Excite is helping with that effort. <ATHM is controlled by a company (AT&T) that doesn't want to get involved in content, but rather has bet their future growth on BB services. > Seem like a contradiction <Therefore, Excite is an unneeded distraction.> That is a faulty conclusion. What or who makes you think so? At least one "T" exec (Hindery) is history. It was reported that he felt as you seem to do. Why would have "T" approved the mergers in the first place when they always have had effective control on the board? Have you considered that "T" management may say or hint things to the effect of "they want a dumb pipe business plan" because "T" knows that its enemies want to hear that and it will help to get needed approvals for the merger with UGM. In other words, you can believe what "T" does. Do not believe some tune you have heard on the sidewalk, or what "T" says for public consumption. BB services? "T" knows full well that there is a lot more to "services" than just renting out stupid pipes. Many long time sidewalk entertainers <g> have never liked or accepted the merger with Excite. They liked the old story. The same idea is true for the old XCIT shareholders. Many of the XCIT sharehoders did not like the merger for their own reasons. In hind sight, it is no wonder that the stock sold off. We have needed to get beyond that unhappy period, to replace most of the dissatisfied shareholders. These new shareholders not hung up in the past, will tend to accept the company and in it's vision for the future.

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