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

To: Educator who wrote (13964)	8/10/1999 7:43:00 PM
From: HandsOn	Respond to of 29970

Check out post from Rande at Rande Is HOME thread, He is a very successful savvy trader. He thinks ATHM will be 80 at the end of the year.

To: Educator who wrote (13964)	8/10/1999 8:00:00 PM
From: Jing Qian	Respond to of 29970

Ed, Bad luck? No, every fledgling small startup like ATHM will have to go through several trials like this to grow big. We are learning, and ATHM as a company is also learning. ATHM must climb the wall of doubts before it can reach the stardom. My belief can be summarized below: 1) Armstrong won't be so crazy to kill ATHM by drastically forcing ATHM to restructure. Armstrong will be wise enough to keep status quo for ATHM. Armstrong is giving Excite@Home a chance to grow in spite of the disagreement of Jermo's Excite purchase. By all means Armstrong will not reduce ATHM to a dumb pipe at this moment because by so doing and internal war between various MSOs will start and that's detrimental to the speedy roll out of Cable modem. The rumor, if we assume it an intentional leak, is get audiences ready for the eventual open access. It also serve to take down AT&T's image of anti-open access. 2) By all means TJ and GB will try very hard to grow ATHM. The rumors are a wake up call for them that they can only be protected no longer than 3 years. But from my analysis, ATHM is the only company that owns the cable backbone and the only company that has the experience to scale the infrastructure. After 2002, AOL will have to lease ATHM's network instead of spending time and money to recreate the wheel. I believe with the current projection, a 5 million sub number is within reach by end of 2002. From above, I conclude that ATHM's future is pretty secured. Whether it will be a future AOL, we don't know. But I can say that both AOL and ATHM will be a winner in this Internet revolution. We only don't know who will be the biggest winner.

To: Educator who wrote (13964)	8/10/1999 8:02:00 PM
From: wogger	Respond to of 29970

Athm looks like a good buy at these prices to me! I have been right and wrong before. But I feel Athm is a good buy in the $34 range. So I added 40% more stock today @34 1/8. My gut feeling is AOL missed out here in the past. And this time it just might be AOL@HOME. That's right! In english that's America on line At Home. Sounds ok to me...Kinda catchy actually. The Excite deal never really excited me but this one sure would. (Excite will remain in the mix) I also feel that the next 6 (or8) weeks will be a bumpy road for all stocks. If @home goes as low as $25 I will add another 40%. One thing to keep in mind is that all stocks always are making new 52 week high and lows. Even if they hardly move in price. So at these prices 34 will be the new 52 week low in short order. JMHO WOGGER