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Technology Stocks : AUTOHOME, Inc

ATHM 23.38

+1.2%

3:59 PM EST

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To: Frank A. Coluccio who wrote (23033)	6/7/2000 12:01:00 AM
From: Solid	Read Replies (1) of 29970

I've maintained that same belief for some time, as you probably know.. but we don't have to belabor that one just now. Anyway, my tendency now is to soften up a bit, but not so much so as to lose my orientation. I say 'soften' because I'm seeing a gradual movement --as though a just-in-time regimen of provisioning were the best alternative to meeting the tsunami we've come to know as the Internet-- to performing upgrades over time, one way or the other. "It'll get done, don't worry," is the sense I get. Wow, there is hope for the investor! I follow your arguments and agree in principle. In practice, in the daily warfare of commerce and deals and strong arm and compromise, it is nice to see a subtle head nod of tolerance to the way it currently is. I continue to learn from your posts Frank and appreciate the time you put into them. S

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