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Technology Stocks : AUTOHOME, Inc
ATHM 23.21-1.8%Nov 20 3:59 PM EST
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To: ftth who wrote (8622)4/25/1999 8:24:00 PM
From: E. Davies  Read Replies (1) of 29970
 
The end of the internet "bubble" (if it ever happens) will be started by the collapse of revenue growth in the major portals. Advertising rates are already dropping.
In these times ahead I suspect many will regret owning Excite at the price we paid. At the same time we will be very glad we own a company that provides the vital and essential service that makes the internet go. ATHM will survive better than almost any other "net" stock.
Eric
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