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Technology Stocks : AUTOHOME, Inc
ATHM 23.99+0.8%3:38 PM EST

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To: yihsuen who wrote (8858)5/1/1999 8:18:00 AM
From: Michael P. Michaud  Read Replies (1) of 29970
 
<<<IMHO, T and MediaOne is a done deal. Armstrong doesn't deserve to be T's boss if he didn't calculate MSFT's role in CMCSA (and potential response) before he made the MediaOne bid. >>>

But did he consider the awesome financial consequences of trying to outbid MSFT and AOL?? Some ATT shareholders may not be so happy to see the almost daily erosion of their stock price

<<<MSFT is the only factor I am worry about in this deal. I would be very surprised if AOL can get anything out of this since AOL is totally outside of the cable world up to this moment >>>

AOL is an ISP just like ATHM. Why does the "cable world" automatically exclude AOL??
The cable cos own the pipe, ATHM is just the content.

Mike

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