Yes, I do. And it is a shame, because as I have posted over there, there is plenty of room for growth for both companies over the next two years. ATHM is exploiting cable broadand, and AOL is exploiting DSL and wireless. Unfortunately, many investors think it is one or the other that will succeed.
A couple of weeks ago, when AOL was going down, ATHM was going up for the same reason. I have both, so I tend to balance out, although I am heavily weighted towards AOL.
If and when this gets to be a real competition (e.g., if AOL breaks the cable monopoly), then this 800 pound gorilla will be loose, and I will immediately sell my ATHM. |
