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Technology Stocks : AUTOHOME, Inc

ATHM 23.75

+0.1%

Dec 1 3:59 PM EST

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To: ahhaha who wrote (23617)	7/18/2000 6:29:59 PM
From: FR1	Read Replies (2) of 29970

They ended up doing what I predicted with Portland anyway. They didn't need all those damnable lawyers who accomplished nothing yet didn't even get it as right as I did. Franz argued vehemently against my claims that Att should embrace OA. It was, "How could I say this heresy"? I think if you review our argument, I thought Portland was wrong and would be overturned. You strongly argued that the decision would stick. You were wrong. You felt strongly that OA should be ATT's direction. I felt it would be good if it could be done but, at that time, nobody could prove it could be done. I felt ATT should be allowed to experiment and deploy OA on their own timetable and not on Portland or AOL's time table. ********** Regarding Chello, the only thing I can see that would be negative on this deal is the idea that it is run by a committee. The more I think about it, the more I think even this is not what it appears. There are only two players in this game: Armstrong and Malone. Everybody does what they tell them to do. 1) Liberty, LMGa run by Malone, is a tracking stock of ATT 2) Liberty has at least 45% of UCOMA 3) UCOMA owns 61% of UPCOY 4) UPCOY owns all of Chello. 5) ATT will soon have 74% of the voting rights for ATHM. I get the feeling that a lot of people feel that Chello and ATHM are two businesses that will be at each other's throat causing no end of confusion. It looks more like a big smokescreen for a marrage in the family. If you are ATT you have assets in Chello and you have assets in ATHM. You want to figure out how you can marry the two without making the EU go crazy. That's what is going on. Bell and the guys at Chello take their marching orders from ATT and Malone. The only way to chaos is if Armstrong and Malone can't agree about things.

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