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

To: Boplicity who wrote (13975)	8/10/1999 11:47:00 PM
From: ahhaha	Respond to of 29970

Are you sure I'm qualified to answer? Qualification is very important to today's modern professional. In order to answer a question the question must be coherent without relying on specious assumptions which would make answering inaccurate. If letting ATHM pursue their broadband portal strategy they way they see fit. A porthole is a lack of anything. How important is your monitor's viewport? ATHM is not a porthole. There is no such thing as a porthole strategy. Those who use these terms haven't got a clue about what they're talking. What is ATHM's "porthole" worth? Zilch. Ask most of the users. Jermo thinks it's worth $6 bills. That isn't what I mean by a content and presentation oriented BB media company. Porthole is exactly the sort of concept which must be abandoned or you should sell this stock tonight. Let me be clear. I go to SI to talk with you guys. I want to go to ATHM to see great stuff like a helicopter fly around the Taj Mahal before Pakistan destroys it. I want to go to ATHM to see a clip of Favre throwing another interception. I want to go to ATHM and pay to download Terminator III. I pay TCI for the fast pipe and TCI has revenue sharing with ATHM on certain things and on others, ATHM and media providing partners share the take. Hope I'm getting through. IMO If they would just show the world what it could be like, I use "it" a lot but I have to go back and check if the referent is clear. I will assume you mean the ATHM experience, but you should create an appositive to clarify this. Now, what is the ATHM experience? That's all the problem. It isn't defined because the CEO is a lackey. The CEO has the right idea, but you to have shut out shareholders and make your idea work. That means closed shop and to Armstrong too. the attitude toward ATHM would change. Nothing wrong with ATHM's image. They have the public behind them, but they won't if they continue to dawdle. Or at least do some deals. Oh no, not you too. Hollywood's concept of business is entirely false. Why follow in their steps? That's what you can expect from amateurs like reporters on CNBC. You can't do that when you're trying to run a company and you can't do that when you're trying to run a portfolio. They're the same kind of job. You have to get it right or you lose. Getting it right is mostly a matter of honesty. Honesty is the religion of the Kaliyuga. They seem too be busy playing politics instead of pursuing their grand plan. This is true, but it isn't a question. Why hasn't ATHM started to make their site so compelling that T will let them run the business the way ATHM wants too? Again, you have this thing "site" reified as a material entity. In fact, it resides in virtual space and is only a porthole --- a lack of something through which you see something you want to see. Seeing is the critical word but site and porthole don't fulfill that word. What you get through the porthole does. Thus, assuming you mean why don't they put something of interest on it, I don't know. What is taking them so long? The site should be building steam, but it is not. Good question! We have discussed thoroughly what. You know the host of characters and excuses. Some environment to hold long. Subscriber growth will not support the ad revenue You need to clarify what you mean. or attract the required partners, I don't see the connection between subs growth and partnering. Partners don't necessarily have to pay for what they don't get. Partnerships are often structured in a way that stipulates exactly this in order to minimize the risk that comes from getting involved with another company. That usually means getting involved with another company's problems so you have to indemnify yourself. so they are left with working with in the boundaries of what XCIT has now. If that were true, the stock would have been a sale in April. They need time sign up then a million or two subscribers. So their pockets are not deep enough to pull it off, so they are going slow. They're going as fast as they can. I don't criticize them on that at this time. That was true and relevant a year ago, but that's water under the bridge. It's distribution's responsibility anyway, not ATHM's. If they have plenty of money and are waiting, they are shooting themselves in the foot, and begging T and the other MSOs to look over their shoulder. You aren't expressing this correctly. There has been some heavy arguments between MSOs and Kleiner-Jermo about the direction the company should take. About this one thing I'm in agreement with Jermo, but he's got to kick butt. You learn this if you've been a commanding officer. Dawdle and they shoot the hell out of you and your men. They should have a counter on their site which would display the following: I'm not impressed with gimmicks and I know you aren't either. This is the sort of stuff that won't work. It's incidental. I want the meat. Bring on the girls. Where is the exciteMent Excite/ATHM? Above you were saying they're stuck with XCIT and now you imply that XCIT is a dud, thus your only conclusion is that the company is DOA. Evidence doesn't support that yet and it smells like a conclusion induced by stock price action. There's no question they have to get crackin' and the stock price is reflecting doubt that they will.