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Technology Stocks : AUTOHOME, Inc
ATHM 23.64-1.4%3:59 PM EST

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To: neverenough who wrote (3446)12/18/1998 12:37:00 PM
From: ahhaha  Read Replies (3) of 29970
 
It is items like this and the Narrative acquisition which are not reflected in the "Rulebreaker" attempt to evaluate ATHM. There are many others that we don't discuss. No one seems interested so I don't want to beat a live horse.

This stock is exceedingly difficult to trade. I believe the stock is going to get whacked in early '99 because Asia will have a relapse. It will be a reason for Wall Street to dump techs. The relapse will not accurately reflect the changing realities, so once the sturm und drang has come to denouement, things could look quite propitious. If I'm right I can't tell you when, because the Ahhaha Uncertainty Principle precludes knowing both and you need both to trade.
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