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

To: re3 who wrote (13713)	8/7/1999 11:26:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

You missed Jings point. His point was that the product is so good that it will succeed without the help of management. All they have to do is not screw up completely. On another topic: Japan PC shipments surge with Internet boom-Home sales up 70%,biz up 20%,overall 40% beta.siliconinvestor.com Dont forget that @home has a significant portion of Japan. Wonder how thats going? Australia too. Its a big world out there and the internet is catching on... Eric

To: re3 who wrote (13713)	8/7/1999 1:03:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

because of these occurrences, i no longer buy stock because 'so and so' is smart, 'so and so can turn it around' , or 'so and so knows what needs to be done'...i don't like relying on people to run companies... There is nothing that the management of ATHM needs to turn around. Fundamental wise, there has been nothing gone wrong with this company, only get better. Management has surprised every one for the better since January and the subs number increase is on track. Exactly like E. Davies said, the advantage of the broadband product and the huge barrier of entry to this company's business kind of put the company on a Auto pilot to ultimate success. The only issue here is that stock has not performed as desired. And another issue is that the management should NOT feel too comfortable so that they concentrate too much on their advantages to lose sight of the bigger picture AOL and YHOO is visualizing. We want ATHM to be better than AOL or YHOO. That's why put pressure on the management. Again, IMHO, it's real hard for this company to fail unless the management completely screw up. Otherwise we just have to trust TJ with our hard earned money, what else can we do?