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

To: Ron Dior who wrote (14136)	8/11/1999 11:30:00 PM
From: StockPlease	Read Replies (1) \| Respond to of 29970

Merril Lynch Report on ATHM : Merrill Lynch Report August 11th, 1999 1:45: PM EST T. Anne Cox, CFa First Vice President Preston M. Harrington III First Vice President Highlights: 1.) We would continue to own ATHM, rated Accumulate/Buy, in a balanced Internet portfolio, as it continues to be one of the best ways to play the growth on band Internet access. 2.) The the report talks about the athm convertibles, if you want I can make a summary of it too. 3.) We spoke to Excite@Home management to get more color on the recent New York Times article, which suggested that AOL was in discussions with AT&T about a deal in which AOL would be granted "enhanced access" to AT&T's cable systems. ATHM management reaffirmed AT&T's press release, which absolutely denies the report, saying that there are "ZERO" ongoing discussions between any of the cable partners and AOL regarding such a deal, and if such discussions were ever to take place, Excite@Home would be included in them. regards, stockplease

To: Ron Dior who wrote (14136)	8/11/1999 11:34:00 PM
From: Solid	Respond to of 29970

Ron From DJ 8;06PM 8/11 supports your view of the next few months. "Despite Wall Street's strong advance, few analysts were willing to interpret the gains as more than a response to a technically oversold condition in the stock market. Analysts were also concerned that the way the market has behaved during the current downturn, it appears that the dominant investment strategy of the last four years has been turned on its head. That is: Investors are no longer buying on the dips, now they're selling into rallies." Did Ah talk to these guys?! I still like ATHM, a whoooole bunch!!!!!!!