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Technology Stocks : AUTOHOME, Inc
ATHM 24.34-3.4%Nov 7 9:30 AM EST

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To: Bob Zacks who wrote (1381)2/19/1998 1:21:00 AM
From: Altec  Read Replies (1) of 29970
 
> Who will rule the set top box market? Which ones would
> you invest in?

Gee -- I'd invest in ATHM!

Because if any one of Cox, Cablevision, TCI, Comcast, Intermedia, Marcus, Shaw or Rogers (and who knows who else??) is gonna deploy advanced set-top boxes that access the Internet, they're gonna do it through @Home. No matter what happens, @Home is the *big* winner.

While I suspect a few people here have figured this out, I've yet to see (publicly anyway) any press or industry analysts make this connection. Let's see who'll be the first to "break the story"...

-Altec

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