AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 23.51

+0.2%

10:15 AM EST

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To: G_Barr who wrote (23621)	7/18/2000 7:23:12 PM
From: E. Davies	Read Replies (1) of 29970

I would have thought you of all people would approve of buying interests in a substantial access business with mostly content assets I'm trying to clarify some things here- correct me if I'm off base. 1) @home's contribution is Excite international portals + 13.5 million homes passed. Chello is providing 20.8 million homes passed. The real question is in who has the better quality of homes passed. 2) Whatever "partial ownership interests" there were joint with the international MSO's I assume become the property of ExciteChello. 3) What happens to the value of ATHM depends on how the market will value the loss of international revenues/subscriber count/growth etc. vs. the potential paper value of ExciteChello. Given the horrible reputation of ATHM I suppose having $3 Billion in stock in another company might be something the street can grasp. Maybe someday Chello will buy ATHM. This might be the only way to squeeze value out of the stock. Kinda like the LCOS/TRRA scam. Eric

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