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Technology Stocks : AUTOHOME, Inc

ATHM 23.64

-1.3%

3:59 PM EST

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To: GraceZ who wrote (26993)	1/6/2001 4:40:47 PM
From: Arnie Doolittle	Read Replies (1) of 29970

Grace, I have no knowledge of ATHM's ability to secure a private placement nor have I ever mentioned same. You must be thinking of someone else. As to T's attempt to save cash, I don't think it has any near term impact on ATHM. However, from ATHM's point of view, it might act as a hook to keep C & C more securely in the ATHM camp after the exclusive runs out. I don't see any ATHM negatives from a cable stock deal. None. While much of the talk I've read about ATHM's exclusive cable deals has been of the "Golly, gee, what will ATHM do after June, 2002?" variety, it's my strong belief that ATHM stands to gain more than it could lose. How so? In a non-exclusive environment ATHM can offer wireless broadband access in the entire country. Unfortunately, for now that is not possible due to contractual restrictions with their cable partners. While I'm not sure exactly how wireless @Home would work, is it possible that they could keep the entire $40 per month instead of the puny 35% they currently get? It's something to think about. Arnie

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