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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: E. Davies who wrote (11547)	6/21/1999 12:07:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

I see them as separate and distinct markets. You're betting that the FCC and DOJ see them that way too. ATHM doesn't see it that way. They see DSL as a broadband delivery competitor. If I were CEO I'd send a memo out across the company ordering everyone to see cable in a different light, a separate and distinct light. ATHM's CEO prefers to see cable as slugging it out among the Neanderthals. Armstrong should fire both of them, because if he doesn't and they go on with their slugfest, the community is going to kick their butts. As for cable being inferior to DSL, you're betting that isn't true also in any time frame. You are suggesting that the only way to improve DSL is to call cable DSL? What? If you think that once people are used to DSL that they won't change, then you have no reason to hold this stock. ATHM doesn't have anything unless cable is substantially better than all pretenders. There is no way that this stock could have appreciated to the extent it has if the difference between cable and DSL was merely a matter of marketing tricks. DSL already has the market because AOL has the market, so if Att grabs some share by fielding a viable monopoly cable, that isn't going to pull all those people you claim are "used to getting Internet service through the phone company". They'll stay with DSL. Why should they switch? It's your argument. If you're long, that's not your bet, so whistling up the devil's advocate to convince yourself you're wrong is a lot like hedging. If you must hedge, don't be involved with the stock market.