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Technology Stocks : AUTOHOME, Inc
ATHM 23.89+2.2%Dec 5 9:30 AM EST

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To: TokyoMex who wrote (2799)9/16/1998 10:25:00 PM
From: Stuart C Hall  Read Replies (1) of 29970
 
Tokyo,

This article brings up some very interesting questions for me. Hoping the board could share their thoughts:

RoadRunner has more subscribers than ATHM. RR also has MSFT and TWX behind it. From what I understand you cannot buy RoadRunner stock as it is under the TWX umbrella. Correct?

ATHM has T and TCI in it's corner. Good, but not unbeatable. With TWX and MSFT RR, IMHO, would have content advantage and Bill Gates. That concerns me. I have learned that you never bet against MSFT or you lose.

No doubt the future here is unbelievable. I'm on the sidelines until I can muster the funds to get in but I'm interested in the opinions on the statement that RR has 1) more subscribers, 2) possibly the content in TWX and 3) definitely the money in MSFT. Can anyone comment on how ATHM is/can counter those threats or what specifically are ATHM's greatest strengths?

Regards,
Stuart

BTW, I have RoadRunner and it's damn fast. ;-)
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