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Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 9:30 AM EST

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To: KENNETH DOAN who wrote (8970)	5/3/1999 8:00:00 PM
From: HECTOR RUBERT	Read Replies (3) of 29970

If T buys MediaOne doesn't that benefit ATHM with over 5 million cable users for broadband access? I don't know the specifics but if T buys MediaOne it would only add to the pool of subscribers for the ATHM service. T is buying the pipes but the real money comes from the access subscription and that's were ATHM comes in. With the added technologies of ATHM and MediaOne...the race to broadband access will go to light speed. The investment community is having a delayed reaction to ATHM/XCIT but it won't last. Their combined market caps are less than 1/2 the market cap of YAHOO. Yet, ATHM/XCIT is a complete broadband service while YAHOO is just a portal. Think about it. I rather own the leading Broadband service already linked to pipes with T as a backer than an outsider company such as YHOO, LYCOS, and SEEK who don't have any broadband strategy. ATHM/XCIT will grow faster than anticipated and their stock price will reward those who bought in the dips and held. My 2 cents. Hector

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