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Technology Stocks : AUTOHOME, Inc
ATHM 24.34-3.4%Nov 7 9:30 AM EST

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To: Larry S. who wrote (23476)7/10/2000 2:23:31 PM
From: KailuaBoy  Read Replies (1) of 29970
 
Larry,

Not much. If it posed any real threat ATHM could do the same. Come to think of it maybe ATHM could offer a cable ready PC and cut down on the little-old-lady-with-a-486 service calls. Leave that to Steve Case.

If you follow the DSL market you will notice that reality has begun nipping at their heels. All the DSL stocks are in the toilet and the BOCs are offering free PCs. Why would they do this? Demand is soft at their prices? They want everyone to have a new PC? They have made commitments that are increasingly difficult to keep?

ATHM doesn't promote their service well at all and people are snapping it up and not leaving. Imagine what will happen if they get their shit together.

Did you read my post about the CFO leaving? Most of the old guard is gone and the newbies are hungry for success. They haven't made their millions and fame yet so they can't go riding into the Decliner Perkins sunset. They have something to prove. I like that better than the other.

KB
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