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Technology Stocks : AUTOHOME, Inc

ATHM 23.43

-2.1%

Nov 26 3:59 PM EST

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To: ahhaha who wrote (10400)	6/5/1999 1:22:00 AM
From: E. Davies	Read Replies (2) of 29970

Tell me, who knows how to effectively use ATHM's network, ATHM or some damn copper ISP? Its AT&T's network that people want to get to. Of course ATHM knows how to use that better than anyone too. The question is how many "copper ISP's" are willing to invest what it takes to develop a broadband ISP function vs. rent it from @home. Its not cheap, its not easy, and ATHM has gotten there first. But its not that hard either. Plenty of people are capable of it, though the "copper ISP's" like AOL are not in that group. I'd imagine they start by using ATHM then they just hire someone like WCOM to put it together until they finally get to the point where they can run it themselves. It doesnt strike me as a long term success story to be a broadband "dumb pipe" middleman. Middlemen get shoved out eventually. Bottom line is that no matter what ATHM can and will find a way to prosper. But will the stock? They have to have "great expectations" as great as your imagination can hold for the stock price to not be valued on mundane things like PE ratio on next years earnings estimates. Personally I think the "great expectations" will hold. Broadband is the future, ATHM is at the heart of broadband. Eric

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