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Technology Stocks : AUTOHOME, Inc
ATHM 23.31-0.8%2:05 PM EST
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To: ahhaha who wrote (8465)4/23/1999 11:17:00 AM
From: Jing Qian  Read Replies (1) of 29970
 
Ahhaha, I like your unconventional thought as usual.

My thought on this:
1) UMG should take T's offer if they are pragmatic capitalists, unless they have a higher strategic reason to combine with CMCSK that they think can make them more money or have more leverage in the long run.
So far, I don't see it's more advantageous for UMG to work with CMCSK than with AT&T. Only if I don't see something you see.

2) T must buy UMG but not Cox. Buying UMG means buying Road Runner, one stone hitting two birds. Owning Road Runner makes it easier for a eventual merger of RR/ATHM which serves better for AT&T.

3) To Armstrong, regulatory issue doesn't seem as threatening as you think to prevent him from establishing a stronger market position. Armstrong must have calculated the risk of this move and concluded that the benefit far outweigh the risk.
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