nimingdn,
My explanation for choosing ATHM has very little to do with why their technology might be better etc. I am not into buying a stock because their technology might be a HAIR better. Just like someone posted me tonight and was correct in their assessment that AOL's technology is probably not the best. I couldn't care less. I am into buying stocks that people want today, not tomorrow, not six months ago but TODAY. Right now a hell of a lot of people want AOL, ATHM, WCOM, CSCO, EMC and LU. Now don't get me wrong, they are going to be hellacious stocks down the road but they are very much desired TODAY. I still have a huge position in DELL but DELL has a problem. Half of the investors love it and seemingly half hate it, and right now the half that hate it are winning. There are just too many DRUM BEATERS that missed the boat on DELL and have not forgot it. They will kick DELL until DELL can get back up and whip their A--. I feel this will change in about six weeks to two months. Now, back to ATHM. The best thing they have going for them is very simple. Because of their being bought out by the big T, they have the greatest asset any company will ever have in their existence outside of a MONOPOLY and that is a CAPTIVATED MARKET. However, if the truth were known about the time involved in the deployment of their infrastructure, the stock would be less attractive to me. The Bell Curve portion of the investors I feel are totally ignorant of this fact. You also must remember, AOL does not need ATHM and what a lot of people don't realize is ATHM does not need AOL. They could and I feel they eventually will, build a relationship that will compliment each other. AOL is a drop in the bucket compared to the households A.T.& T. can provide.
I realize I did not give you a good technical answer and the reason is obvious, I am technically stupid.
Voltaire |
