AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 23.38

+1.2%

Dec 4 3:59 PM EST

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To: ahhaha who wrote (24670)	8/15/2000 4:10:14 PM
From: Bob Williamson	Read Replies (1) of 29970

Added value - cost reduction Not correct. Added value is the extra return of a given action relative to another action. Thanks! The worst strategy possible is "cost risk shifted to consumer choice". This is the means by which the public came to distrust the capitalists pigs. Only fly-by-nighters operate in this mode. It is pure MSFT though, caring and trying to provide people with what they think they want. ATHM is associated with T and T is associated with ATHM - to add extra return given an ATHM or T action relative to any action to add value by ATHM or T may be suspect. In your opinion - does the street have the ability to discern if an action by ATHM or T adds value to the association of ATHM and T? You tried to convey to me several years ago when I missed ATHM at 18 (didn't trust my own due diligence) and asked your opinion when ATHM was at 70 (pre-spilt) - to paraphrase you "If you honestly believe your due diligence relative to your investment - invest until your due diligence tells you otherwise." I do very sincerely appreciate the time and energy you expend attempting to share your knowledge.

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