AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 23.10

-1.5%

Dec 3 3:59 PM EST

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To: Richie who wrote (6316)	3/19/1999 8:58:00 PM
From: MrGardener	Read Replies (2) of 29970

Richie H, it's the PC stock money coming in ! I think it's the weakness in the PC sector giving investors weak knees. Check out HP, IBM, Compaq, Dell etc. over the last 100 days. Each of them have missed their shipments / earnings estimates and their stocks have been flat. There are a lot of people with Dell and Compaq stock that are watching the internets going "internuts". Especially those Dellheads who have been very spoiled over the last 2-3 years and now things are slowly grinding to a halt for them. I think we'll start seeing many of the PC guys rotating their money into the ISP's, AOL, ATHM, etc., especially after they have a soft Q1 and Intel lowers their estimates. I hope many of them park their money right here ! MrGardener

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