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

To: Uriel Yepes who wrote (13353)	8/3/1999 8:53:00 AM
From: Ron Kline	Respond to of 29970

I think you make a good point that owning Excite@Home is a great investment just for the fact that it's a company on the radar screen of many other companies. It's in an area that is of great focus to all the big guys trying to figure out a broadband strategy. It's an area not easy to just do. Yes you can design a portal pretty easy but what @Home does is not easy to duplicate. By next year @Home should have a very good market share. Looking back I think that once the merger of @Home and Excite happened the 2 companies ran into many philosophical differences and hence the sell-off of the stock. I was disappointed with the focus of the company after the deal went through and the BW article points that out. The bottom line is Yahoo is taking advantage of that now while things are a little more unstable. If it's not Yahoo I think others will be there to pay up. RK