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Technology Stocks : AUTOHOME, Inc
ATHM 24.34-3.4%Nov 7 9:30 AM EST
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To: Frank A. Coluccio who wrote (5469)2/17/1999 1:40:00 PM
From: Jay Lowe  Read Replies (3) of 29970
 
Frank,

What did you mean by "Man, do I smell a future divestiture, or some form of structurual separations ruling, in the works here... " ?

I've been balancing two scenarios ... T keeps ATHM .vs. T sheds ATHM ... piling up the issues on either side of the seesaw. Teeter-totter.

Getting ATHM at arm(strong)'s length has a certain righteousness, although it is a very unobvious move. T could set up arm's length deal with ATHM, a deal which other trafficers would not necessarily be able to match in fact, a deal which gives T what they really need without the pain ... and voila! ... a lot of potential flak goes away.

Does T really need to own the cable? Maybe not, eh? What happens if they don't?

I keep thinking about those buildout dollars ... Armstrong's bag of gold ... he hasn't leveraged that very much.

I don't understand the game well enough to know if there is a lesser traveled path available to T here.
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