AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 23.51

+0.2%

10:15 AM EST

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To: ftth who wrote (703)	11/22/1997 5:05:00 PM
From: ahhaha	of 29970

The top list from ADCT to ZE are too well known. The bottom list is hardware. Hardware companies are mostly trading vehicles. I never have been successful with them. You can't rely on revenue growth, and margins are usually thin. Broadcom is interesting, but won't be cheap on release. Perhaps I'm not asking the right question. AMZN and RNWK are more of what I have in mind. They are beneficiaries of the high speed network. ODIS is imteresting. Their earnings could bloom with high speed because OODBMS flowers in such environment. Who benefits from @Media? What is @Media? Graphics, videos, demos, etc. Who makes this stuff? From whom does @Media buy it? Do they buy or rent? Does the creator rent time on @Media? In the 700+ posts in this thread almost nothing was said about @Media, or @Work for that matter. Those two are the real gems.

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