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


To: Resry who wrote (12701)7/19/1999 9:21:00 PM
From: Michael Young  Read Replies (4) | Respond to of 29970
 
<<You are not putting any value on Excite>>

How much value should he put on a portal with DECLINING viewership?

The entire XCIT purchase still puzzles me. Why buy a second rate portal when ATHM already had its own home page setup? Isn't the "vision" supposedly that ATHM will be signing up subscribers at a huge ramp rate over the next 5+ years? If so, why pay an obscene price to "buy" XCITs traffic?

In my view, ATHMs huge competitive edge was the SPEED! How does XCIT add much to that, except to massively dilute shareholders?

MIKE