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Technology Stocks : AUTOHOME, Inc
ATHM 23.76+1.2%Nov 28 9:30 AM EST
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To: E. Davies who wrote (23571)7/18/2000 12:31:38 AM
From: FR1  Read Replies (1) of 29970
 
I agree with you that it would feel best if we could simply swallow Chello. It ain't gonna happen. Gotta be politics.

On the other hand, it is the ATHM shareholders that will own part of Excite Chello. They somehow have to be compensated. My guess is that it will be treated like a spin off and we will be offered shares.

I think the timing is great because it will focus a lot of media attention on our earnings report and CC. That gives Bell a chance to hammer the fund managers with numbers and explain why we are worth more than $20. Assuming, of course, that we have the numbers.
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