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

To: Solid who wrote (15831)	10/2/1999 8:38:00 AM
From: im a survivor	Read Replies (4) \| Respond to of 29970

<<I too would rather see aol out of the picture from a pure play perspective. >> Why ? Would you rather have those 18 million sets of eyeballs with you, or against you ? <<E@home has the potential to easily gain market and surpass aol with sub numbers over time. >> Ha. That's pretty funny. Thanks for starting my Saturday off with such a good laugh. You say "over time". You must be talking about Y3K. <<The key is still roll out to me. As fast as it is available it sells. >> That just simply is not true. At first, it will have a little merit, as people will have very limited choices. However, high speed access will offered in a myriad of ways, from a bunch of different companies at a bunch of different prices. Bottom line is it will work as everything else will. Consumers will choose what they like best for the money they spend. I would not bet against AOL in this forum. They have the content, they have the customers, they have the know how and they have high speeed access. <<What more does aol add? >> Well for a start, how does an initial customer base of over 18 million sound. Would you like to pitch your products and/or services to these 18 mil immediately, or put your efforts into first gaining maybe a couple mil....over time. I could spend all day long going over "what aol brings to the table"...if you don't know by now, it is a very, very moot point. <<Marketing? Excite will bring it in time and lots of dollars. >> Wonder why excite is like the stepchild nobody wants...uness it is pared with an aol or yahoo ??? In any event Solid, I am long both ATHM and AOL. I feel a deal will be done with AOL, because frankly, it makes sense, and both parties want what the others have, and both know, the other will get what they want over a long period of time, so they would be wiser to suck up the ego's and do a deal now. Good Luck. Differing views make for interesting conversation, especially when both views are hoping for the same end results. Have a great weekend. KG