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Technology Stocks : AUTOHOME, Inc
ATHM 23.54+0.1%Dec 26 9:30 AM EST
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To: ahhaha who wrote (698)11/22/1997 12:00:00 PM
From: ahhaha  Read Replies (3) of 29970
 
Let's assume ATHM is going to work out. Big time. What copanies will benefit from their success? I will start this ball rolling with some superficial suggestions.

First, good leverage will be coming from @Work. Better leverage will come from @Media. What comapnies in these supplying these divisions are positioned to benefit? ICG, Biztel, Lancity, Realnetworks, Amazon?

I don't know the first three. RNWK needs to correct back down but looks very hot. AMZN, the same. AMZN is further along the development/discovery path so requires an opportunity to buy. It'll get its come-uppance.

@Work simply astonishes me. We have a private revolution there. Wire up a business to @Work, save 50% in office operating costs in 1 year. But I can't see any one supplier or service company benefiting from this. Eventually @Home will have to spin this division off because of anti-trust or because its growth will be too complex for the mother to manage.

@Media. Unbelievable. We got to really use our imaginations here because of the nascent state of this dvision. RNWK looks most promising because they're currently positioning. More ideas will develop as the dumbells say, "gee whiz, it actually works, and the government didn't even tell us". Any suggestions?
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