Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: lml who wrote (13670)	8/6/1999 4:03:00 PM
From: ahhaha	Read Replies (3) \| Respond to of 29970

Doesn't shed a photon. We knew all of that 6 months ago. Our recent discussion covers all of that and much more. Further, this comment is obfuscating: Mr. Jermoluk conceded that "we are definitely supply-constrained right now." "We know the demand is out there," said the CEO."The problem is the installers -- there are only so many backhoes digging up the streets." He's trying to hide the fact that subs/passed is weak. How do I know? I tried the same subterfuge with Jing and saw it was hollow.

To: lml who wrote (13670)	8/6/1999 8:37:00 PM
From: Michael P. Michaud	Read Replies (1) \| Respond to of 29970

You must be referring the the next to the last paragraph: <<<Luckily for them, although Ma Bell now owns 58 percent of Excite@Home through its acquisition of TCI, it still does not have majority voting control over the other cable companies sitting on Excite@Home's board. >>> However, ATHM's annual report states the following on pg 37, Section entitled "We are controlled by TCI" "....If and when the merger of AT&T and TCI is complete, AT&T will control TCI and thus control us. Even if and when we complete the Excite merger, TCI or AT&T will continue to own more than 50% of our voting power" People forget about ATT's class B shares, which are worth 10 votes per share.