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Technology Stocks : AUTOHOME, Inc

ATHM 23.64

-1.3%

Nov 19 3:59 PM EST

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To: lml who wrote (3572)	12/27/1998 9:07:00 PM
From: RocketMan	Read Replies (1) of 29970

The game AOL is playing is similar to what MSFT has been playing -- control or tremendous influence over what we see when we "connect" online. Yes, I agree. However, if this is the only thing they obtained, I am not sure they would have purchased Netscape instead of working a strategic partnership with them along the lines of their recent agreement with Sun and Dell. I think a major reason for the Netscape move is to penetrate the business market, which is a daytime market, complementary to the evening consumer market. After all, what good is that excess modem and server capacity between 8 and 5?

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