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Technology Stocks : AUTOHOME, Inc

ATHM 23.43

-2.1%

Nov 26 3:59 PM EST

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To: KailuaBoy who wrote (23549)	7/14/2000 7:36:24 PM
From: FR1	Read Replies (1) of 29970

IMHO, YHOO and ARBA proved beyond a doubt that the net is not dead and, in fact, it is growing at a stronger than expected clip. In the last day Salomon Smith Barney came out and said they did a careful analysis of AMZN and the business was in no danger of running out of cash as reported by some idiot earlier. They restated a BUY recommendation. It did have the intended effect of boosting the target stocks. So many guys in that class got a lift today: AMZN = up 21% EBAY = up 14% LCOS = up 9% Excite = up 8% There is blood in the water and the fund manager sharks are snapping at anything that smells right in front of the numbers. Nobody wants to miss dinner. The reports will come out next week. Blow-outs will keep going up. Better-than-expected will sell off a little and then go back up. met-the-street and below are dog meat. It's survival of the fittest. Another day in the jungle. ********************************** To do well, you need to surprise on the upside and have a strongly positive CC for the upcoming quarter. This doesn't mean you have to make money, as ARBA proved, but you have to show more gains in market share than anyone expected. ARBA blew every one away with the contracts it reported.

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