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Technology Stocks : AUTOHOME, Inc

ATHM 22.77

-0.3%

3:41 PM EST

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To: Hiram Walker who wrote (2483)	7/15/1998 1:46:00 AM
From: ahhaha	Read Replies (1) of 29970

They're similar. UMG is not run very well? I'll bet UMG outperforms COX. COX is stuck with ATHM and ATHM is stuck with TCI. How is COX looking at ATHM with TCI and T in merger? How does the merger serve COX? About all it does is force COX to accelerate investment outlay without any telephony royalty. COX is shut out of T's telephony, so COX would have to merge with another RBOC to gain telephony shepherding. Are the others similarly effected? I see big trouble. If that is true, can't be good for HLIT either. The MSOs through their merger partners deal with Lucy. Did you hear about LU's latest deal?

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