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: Frank A. Coluccio who wrote (13789)	8/9/1999 10:02:00 AM
From: Educator	Read Replies (1) \| Respond to of 29970

"Thread, during the past several months I openly questioned here why T should remain loyal to ATHM, and what kinds of contingency plans ATHM, as a sovereign entity, had in hand. The question still stands." Frank- Yep, you sure did bring up those thoughts. I remember them clearly. T's loyalty has gone only so far. The umbilical cord has been severed. Ed

To: Frank A. Coluccio who wrote (13789)	8/9/1999 10:13:00 AM
From: Neal davidson	Respond to of 29970

TJ has tripped over his gigantic fake teeth. It is time for him to come to terms with the fact that ATHM is a fast pipe. It can be sold as such without TJ allowing his ego to get in the way (whine: "we are not just a dumb pipe." ATHM should make the technology available for all, at a fair price, of course. Other tech companies would develop uses for the fast pipe, thus increasing usage and thus earnings. Attempts to be a monopoly are failing. Even AT&T is apparently not on our side anymore (in terms of perpetuating a monopoly).

To: Frank A. Coluccio who wrote (13789)	8/9/1999 10:38:00 AM
From: Ron Dior	Respond to of 29970

<<Thread, during the past several months I openly questioned here why T should remain loyal to ATHM, and what kinds of contingency plans ATHM, as a sovereign entity, had in hand. The question still stands.>> Frank, I think we need to keep in front of us the fact that BB is still going to lead the future of the internet. BB Cable WILL take a huge piece of that pie. I think to answer your question, we simply need to establish how T can make more money in the BB cable arena. Loyalty ends where money begins. Would T make deals with others and let ATHM just flounder in the wind considering the huge head start that ATHM has? Whether or not ATHM is butting heads with T, or maybe they are not moving in the exact direction that T wants them to, we have to keep in mind that ATHM still has a HUGE lead in the market and a strong backbone. Why would T just throw this away and go in a different direction? Why are we assuming that this is a plot against ATHM? The article written was assuming much, and did not say anything was for certain. Keep in mind too that ATHM has Admittedly been in talks with AOL and YHOO. I am sure that Armstrong was involved in these talks to some extent. Wouldn't it be more advantageous for T, rather than shooting itself in the foot by making deals with one and owning a large share of another, to be a mediator between the two entities and draw up a plan for a dominating position. It is obvious that ATHM/AOL while they cannot come to any agreements, would be a huge force if combined in one way or another. What if T were to get in the middle and make it work? Does it make more sense for T to make bad blood with ATHM and lose ATHM's advantage or to craftily force ATHM into a compromise with AOL while putting itself in the drivers seat. This sounds more of how Armstrong would work things. He tends to like to control everything rather than bounce around between companies. When T bought MediaOne the media assumed ATHM would merge with RoadRunner because of T's relationship. Now when we here T is working some deal with AOL, why don't they assume that this is a positive for ATHM bringing ATHM/AOL closer together? T would make more money this way rather than pitting them against each other. JMVHO as usual. Ron Dior