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Technology Stocks : AUTOHOME, Inc

ATHM 23.07

-0.3%

10:11 AM EST

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To: E. Davies who wrote (26471)	11/21/2000 5:27:35 PM
From: Solid	Read Replies (1) of 29970

Quiet please as we open the envelope...And the winner is... I wish I had grasped how fundamentally destructive the purchase of Excite would be to the stock. Yes Ladies and Gentlemen! Top honors from the Academy Award of Insights and Missed Opportunities! The single most valuable insight responsible for a paper loss to ATHM of approximately 20 billion dollars in stock value from an average price of $60/share. Not to mention the added cost of Excite to ATHM debt, a mere 3x the current value of both combined companies! Yes, an easy choice, staggering in scope. Please hold all applause. <big grin> Boy Eric, isn't that the truth, and then some or is it sum. Getting this stock and sector somewhere in line is a job for...SUPERMAN! Look! Up in the sky! Its a bird... This is one where we really need that long term outlook that I keep hearing about on the talk shows. Even T continues to get the stuffing kicked out of it. The flying monkeys from the Wizard of Oz are having a field day...and where is Dorothy when you need her?

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