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Technology Stocks : AUTOHOME, Inc

ATHM 22.04

-4.0%

Jan 30 9:30 AM EST

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To: ahhaha who wrote (3024)	10/30/1998 11:42:00 PM
From: sillen	Read Replies (1) of 29970

The fact that US West is involved in the complaint about the purposed merger between AT&T and TCI doesn't surprise me a bit. US West is a telecom company left alone, a company nobody wants. Conservatism rules in this company. Now they are starting to complain because they missed the chance to get into the last mile high bandwith market. Complaining about something like the AT&T/TCI merger is a weak play, but hey...if I was US West I would probably do the same thing...US West has nothing to loose. AtHome's price might be high today compared to regular ISPs but as Moore's Law continues to be in affect this will change. AtHome will then be at the right place at the right time and AOL won't. Hmmm...wonder what infrastructure provides the most bandwith? AOL's or AtHome's? Sure you could make copper go faster, but don't think that cable will be less efficient in the future. Truth is I don't think AT&T bought TCI for the TV?!<g> Give it 10 yrs and TV as we know it today will not even exist. HDTV and last mile high bandwith will combine the two mediums into something much better then the FCC argues about. Regarding the "evaluation" from Mr. Street Kramer I think he is discussing the wrong topic. He should stay with the market movements and away from the telecom/tech outlook. Like ahhaha says: this stock you buy on faith. What the stockprice is at today has no meaning as both regulatory matters as well as "analyst" try to make up their mind about the company. Here we have the regulators discussing possible monopoly and on the other side some analyst(s) questioning the threat to AOL. AtHome is in the visionary state and when cable hits the mainstream market guess who will be the best positioned company out there to capitalize on it?! By the way I'm one of the visionaries Later Sillen

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