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

To: E. Davies who wrote (13419)	8/3/1999 11:17:00 PM
From: ahhaha	Read Replies (3) \| Respond to of 29970

Who said the company was for sale? Who said anyone was trying to buy it? Thread patzers. ATHM is no gem contrary to what patzers here are saying. It was until Att took the risk out of holding the company. Now it's just boring like PG or BMY. The rumor only confirms what should be well known. I knew these things were happening. I stated a month ago to you that I would have preferred ATHM bought YHOO rather than Excite?. Bell and Excite are a disaster. Management knows this. You have to look at this mention of merger in a negative way. It is a silent testament to the fact that the Net is an earnings bust. These two are considering a merger and I believe that is very likely, contrary to what that amateur, Bell, expresses in his attempt to do valet assisted damage control. The merger is similar to big oil merging to survive in an environment of extreme earnings growth difficulty. So I disagree that ATHM believes in Excite?. It was just an impulse macho buy made by Jermo to show his moxie. Att would sell their interest in ATHM if they were given guarantees by a buyer for local access. What can Att get out of ATHM? Haven't you been listening? Businessweek got one thing right. That is that there is a dispute as to what is the proper direction for the company. Att doesn't want to go where Jermo and Doerr would take it. The reason for this attitude is that Att thinks such a strategy would have unstable returns to scale. Att can't afford instability in expectations. They've strung themselves thin by that fool buy of UMG.