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Technology Stocks : AUTOHOME, Inc

ATHM 22.84

-1.3%

Jan 26 3:59 PM EST

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To: gpowell who wrote (22026)	5/10/2000 11:06:00 PM
From: Ron Dior	Read Replies (1) of 29970

<<Excite is establishing brand, separate from @Home.>> This is where they are making the biggest mistake. If you are going to commit to betting the house on some form of content then why create two separate identities? IMO it was not so much getting involved with the content side of things that was ATHM's mistake, but getting involved with Excite. YHOO or MSFT were the answer that ATHM should have been seeking. YHOO has the real content and MSFT has the resources needed, ATHM has the backbone. This is the vision that should already be in progress. Because they were to prideful to go to a bigger fish, they got stuck with an empty plate. That my friends is the story in a nutshell.... Ron Dior

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