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Technology Stocks : AUTOHOME, Inc
ATHM 22.23-4.5%Dec 31 3:59 PM EST

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To: ahhaha who wrote (2963)10/26/1998 4:25:00 PM
From: ERM  Read Replies (1) of 29970
 
I just reread your post 2929 which contains your answer to my question re: how common carrier status is actually good for ATHM. Therefore no need to respond, although I have to say I disagree with your conclusion. While you may be right that competition will make ATHM a better and stronger service in the long run, the fact is today's price assumes exclusive broadband access in the markets served by ATHM. If that were to change as a result of regulations, I suspect the stock would take a pretty good hit. Depending on your investment time horizon, this may not matter, but for anything under 3 years, I suspect it's an issue worth watching.
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