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Technology Stocks : AUTOHOME, Inc

ATHM 24.71

-0.9%

3:25 PM EST

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To: Stuart C Hall who wrote (3551)	12/24/1998 8:41:00 PM
From: PoorRich	of 29970

Bandwidth banner day; other big movers: QWST,PSIX Along with ATHM, I also own QWST and PSIX, both stocks involved with bandwidth and additional services to net users.Both of these stocks experienced unexpected jumps in price and volume, much like ATHM. MSFT has recently invested 200 million into QWST. Also MSFT has a stake in RoadRunner with TWX, a direct competitor of ATHM. Interesting AT&T had a surge earlier this months because of rumored deal with TWX, which would have catapulted T to front of the bandwidth (via cable) movement nationwide with both TCOMA and TWX. Because ATHM is the proposed broadband ISP for T, an agreement between T-TCOMA-TWX would place ATHM at the center of a HUGE effort to bring bandwidth via cable modem. This Christmas e-commerce became lucrative; now the big companies want to exploit big pipes into the homes of consumers. I surmise a MSFT-QWST-PSIX-TWX and a T-TCOMA-TWX-ATHM connection. Although TWX made no major move today, I'm going to buy more TWX soon. PoorRich Sorry about my rambling, Merry Chistmas

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