AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 9:30 AM EST

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To: yihsuen who wrote (10291)	6/4/1999 4:39:00 PM
From: E. Davies	Read Replies (3) of 29970

"Monopoly only makes us poor; competition has us complaining all the way to the bank." This is probably true, but the effect is a long term one and will take a long time for the market to grasp. What concerns me more is that opening the cable systems would be a complex techinical & administrative task which would severely distract everyone from moving forward with new upgrades. ATHM could become bogged down in a city by city regulatory tangle. Think for a minute: why did DSL stocks surge on the news? I could even imagine T calculating that providing service under these conditions would no longer be economically viable. What then? Sure T will appeal and the issue will drag on in court while ATHM goes on building customers. What effect will that unknown have on the stock? Eric

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