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Technology Stocks : AUTOHOME, Inc

ATHM 23.03

+2.3%

3:59 PM EST

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To: ahhaha who wrote (3043)	11/2/1998 9:03:00 AM
From: ERM	Read Replies (2) of 29970

Seems to me that there are two possible scenarios in addition to a cancelled merger: 1) limitations will be placed on the T/TCI transaction relative to telephony only. You correctly point out that any restrictions are unnecessary/redundant because of the Cable Act, but it could be a political face-saving gesture. 2) TCI is forced to divest itself of its interest in ATHM. While this is worse than option 1, it's not that bad for ATHM. Other than its size, TCI is the worst of ATHM's owners due to the shape of its plant. Even with T's billions, it will take years to get all that plant ATHM-capable. ATHM's remaining MSO partners/clients, their international ventures, and their @Work group will provide significant growth for the foreseeable future.

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