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Technology Stocks : AUTOHOME, Inc

ATHM 23.64

-1.3%

Nov 19 3:59 PM EST

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To: Ron Dior who wrote (8687)	4/26/1999 7:09:00 PM
From: lml	Read Replies (1) of 29970

A CMCSA bid with AOL makes the most sense. However, the issue to weigh with such a bid is the price is CMCSA willing to pay to preempt T's takeover of UMG. What victory would CMSCA have if it ultimately had to relinquish control to AOL? On the other side of the coin, how will acquisition of UMG's plant fit with AOL's overall strategy? Does AOL really want to be the owner of HFC pipes? Or is just interested in the direct ISP capabilities the UMG pipes offer? Direct AOL access over HFC would also serve AOL well in any future negotiation it may have with T. T would be interested in being the preferred telephony over cable provider & AOL would still wish to provide direct AOL access over T's pipes to compete with ATHM. RD: You raise a good point on the merits of a part-cash offer. It would be interesting to see the effect of an offering involving AOL stock upon its stock valuation.

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