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

To: Jing Qian who wrote (12533)	7/16/1999 3:14:00 PM
From: lebo	Respond to of 29970

Short Term (Open Access issues aside = next 7 days): Monday ATHM might dip 1 or 2 pts further =>Tuesday lower to unchanged =>Tuesday 5:00 PM earnings: -1- In-line: 1pt lower or unchanged -2- below exp.: stock 3-4 points lower -3- Above exp.: stock unchanged to 1-2 points higher -4- blow-out earnings: stock up 5 points I am betting my money on scenario 1

To: Jing Qian who wrote (12533)	7/16/1999 7:45:00 PM
From: RTev	Read Replies (2) \| Respond to of 29970

AT&T abandoning @Home, not likely because T wants to control the first page customers see. That means T is not satified in only the transport business. Two questions: What makes you think T has such an interest? How does Excite@home in its current configuration give them that? And a few thoughts on the issues: When Malone ran TCI, he bought into content providers as a way to strengthen the bottom line of the company. When AT&T took it over, they showed little interest that side of the business. Although AT&T owns the businesses, they are still split off into the Liberty Media tracking stock that Malone created and are still run by Malone. AT&T, a company that works hard to maintain its powerful brand, has chosen in this instance to isolate the media content business from that brand. They don't run it. They don't talk about it. They put the "AT&T" name and logo on the transport side of the business, but not on the content side. T has shown remarkably little interest in controlling content on the video side of their cable business. It looks like they're preparing those businesses for the kind of divestiture that they have significant experience in doing. Why do you think they have a different view of the content side of the internet business? You say you think that T wants to control the user's "first page", but don't say how you believe they can do that with ATHM. How would they do that? Is it enough to set the easily-changed default home page on a browser, or do you believe they'd do something more like what AOL does?

To: Jing Qian who wrote (12533)	7/16/1999 8:26:00 PM
From: red_dog	Read Replies (3) \| Respond to of 29970

We got the hottest tip ever this evening. This one is 100% verifiable with an inside source. Read on to find out more: Hughes, the maker of DirecTV and DirectPC, that recently received a large investment from AOL, recently ordered 275,000 DirecPC units. Before AOL's investment, the company had 100,000 units in service. The move signals a major marketing push to come, pushing AOL broadband through satellite transmission. The move is also significant, in that if all units are sold, DirectPC will have almost as many subscribers as Excite@Home.