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Technology Stocks : AUTOHOME, Inc
ATHM 23.88+0.7%2:22 PM EST
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To: Ahda who wrote (7416)4/6/1999 10:29:00 PM
From: VIXandMore  Read Replies (2) of 29970
 
Darleen,

You've sounded the same two warnings I've been pondering today, from the same sources: the decline of the significance portals in e-commerce and the possibility of a fiber bandwidth glut.

So far those notices haven't seemed to impact the market psyche, but it's certainly raised my caution level a little.

More concerned about the role of the portals than too much bandwidth...and thinking about some puts,

-Bill
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