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Technology Stocks : AUTOHOME, Inc
ATHM 23.69-1.1%1:03 PM EST

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To: Ron Dior who wrote (8687)4/26/1999 5:37:00 PM
From: Educator  Read Replies (1) of 29970
 
AOL-Comcast alliance

Ron- I always figured AOL would not be left in the cold. I have been waiting for AOL to do something bold like this. It wouldn't surprise me in the least. The consensus though is that AT&T's pockets are too big, and Armstrong wants UMG in the worst way. He will pay what it takes to consummate a deal. Time will tell on this one. I did see that AOL jumped nicely. Was this surge more in anticipation of earnings rather than a cable deal?

I, too, saw the TJ interview. It was mediocre at best. I wasn't particularly impressed with T.J.'s answers. Tom gets a "C" in my grade book. He was not very smooth in his replies. The words did not flow easily from his mouth. Those humungous (sp?), white teeth got in the way! I agree that the questions were pointed, but maybe more because CNBC attempted to expose ATHM/Broadband's negative aspects for investors. I don't fault them for a "buyer beware" position. I also noticed that ATHM lost some of its intra-day gains following the interview. This was maybe a coincidence.

What would happen to ATHM if AOL and Comcast orchestrated a UMG deal? Comments?

Ed
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