SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AUTOHOME, Inc
ATHM 22.59-0.8%11:38 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Marco Polo who started this subject11/16/2000 11:25:30 PM
From: Solid  Read Replies (2) of 29970
 
I don't know which is easier following the election 'fixing' or the T/ATHM evolution.

With T's announcement today of their intention to spin off Liberty it is safe to assume they will not be divesting themselves of their 30% stake in CableVision. Call me concerned, but had that been the case a muse would have been that Cox or Comcast may have been interested in buying them.

According to some, this may happen anyway.

The concern generated is that a larger C or CC then in possesion of Optimum online might consider that 35% to @home is a luxury they may not need, especially if they are flush with a new billion+ from exercising their $48 warrants. They could grab all the cash, offer BB through the Optimum name that CV started when they decided to screw ATHM. They could still profit from ATHM growth, if they thought it worth while through buying back a huge number of shares on the open market. All they need is 6 month notification come Jan. 1, 2001...not that far away. The question then becomes does ATHM have enough growth potential between now and then to make such an exercise look foolish and are the potential benefits to C or CC worth their staying in the T/ATHM fold?

Thoughts welcomed.

OT

My bumper sticker would read-

Voting: Fix the problem NOT the election
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News