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Technology Stocks : AUTOHOME, Inc
ATHM 23.22-1.8%3:59 PM EST
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To: David Harker who wrote (5315)2/10/1999 6:25:00 PM
From: RocketMan  Read Replies (1) of 29970
 
Well, let the games begin. I get nervous anytime a company needs protection in order to succeed, whether from the government of from barricades. The best ATHM can hope for is to get some isolation and critical mass while it develops content that can only be provided through the big pipes. And yes, AOL is large enough that it can afford to develop specialized content along those lines while maintaining its narrow band and soon-to-be DSL content. I still like ATHM and AOL as two holdings for the near term, and we will have to see where they both are in a year or so.

BWDIK
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