AUTOHOME, Inc Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc

ATHM 22.15

-2.0%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jing Qian who wrote (6506)	3/22/1999 9:31:00 PM
From: VIXandMore	Read Replies (1) of 29970

in these spaces, the concept of a LT hold can be a little fuzzy -- 3 months in a net stock can be an eternity. I can see EBAY's position being eroded rather quickly and YHOO falling from it's perch if other acquisition strategies leave it out in the cold. Any reason why this can't happen in 3 months? FWIW, I feel more comfortable about ATHM because it's current competition (RR and the xDSL flavors AOL/RBOCs) seem to be moving slowly and not executing any strategic challenge -- and I think new competitors are likely to be fewer and farther between than EBAY and YHOO. Long ATHM, short EBAY and watching YHOO closely... (pssst, ATHM, consider at bid for BCST...)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next