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Technology Stocks : AUTOHOME, Inc
ATHM 22.05-4.3%3:59 PM EST
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To: Bob Zacks who wrote (3029)10/31/1998 2:56:00 PM
From: ahhaha  Read Replies (1) of 29970
 
What's pretty far? Consider, if T-TCI admits co-location and carrier status just to become T-TCI, by FCC rulings under the Telcom Act, they are prevented from going local to long and they would have to pay EVERY local carrier and CLEC the protection money for local origination. The FCC can't change that ruling because what they perceive to be the competitive firewall comes crashing down and every RBOC would demand access to fiber for local to long and broadband. Thus, T could not get local to long telephony anyway. They might as well fight or not merge.

As ERM put it regardless of positioning and branding ATHM has got nothing. Who needs them? AOL can use their market dominance to deliver AOL broadband services at a discount to ATHM and ride free on someone else's hard work and enterprise. There's no way that the FCC would enable TCI to receive lease payments because TCI would receive "fair" remuneration from the extra traffic to amortize the marginal increase in overhead costs. They can imitate Medin replication or just steal it and say "sue me". ATHM couldn't even compete with ELNK, because ELNK would have broadband too. Maybe ATHM could survive in DSL.

No. Kagan is wrong. Taking big risk isn't worth little profit. Better to let someone else play the stooge and then move in on them once the FCC has made another mess out of communications. If he is right, there is no point in holding ATHM stock. I sell Malone and Armstrong. They can fight or they can go to hell.
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