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Technology Stocks : AUTOHOME, Inc
ATHM 24.08-3.1%Nov 14 9:30 AM EST

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To: E. Davies who wrote (4430)1/19/1999 4:47:00 AM
From: Jay Lowe  Read Replies (3) of 29970
 
>> What you are buying is a) time and b) reputation

I get it about TTM. That's a call that ATHM is best positioned to make based on what they know. I'm sure they considered the alternatives carefully.

It comes down to reputation, which is where I started. Is XCIT worth $6B of eyeballs?

Hint: Saying "Yes" is a vote of No Confidence for ATHM's ability to yank those same eyeballs away from their sticky profiles with an assortment of broadband killer apps.

The stronger ATHM's broadband value, the less valuable XCIT's existing eyeballbase.

I agree the synergy is way cool.

Is it $6B way cool?
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