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Technology Stocks : AUTOHOME, Inc
ATHM 23.03+2.3%Jan 29 3:59 PM EST

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To: Bob Williamson who wrote (3057)11/2/1998 7:52:00 PM
From: ahhaha  Read Replies (1) of 29970
 
I'm not. I was conceding that ERM had a wiser position. That of skepticism. But consider, T is going to fight!

biz.yahoo.com

I hold T stock in the fund I manage and I needed to see some backbone out of Armstrong else, there is no way that their worldwide telcom vision can be brought home. My style is to downplay management's contribution. Companies have a manifest destiny that transcends who happens to be pilot, but there are times when pivotal decision must be made. If they won't be made down the lines I expect, I sell, regardless of outcome. It is a matter of philosophy.

Well, wouldn't you consider the DD we did worthwhile now? We ferreted out inescapable truths upon which we could make a valid judgement about those involved in making critical decisions.
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