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

To: CGarcia who wrote (16022)	10/7/1999 6:36:00 PM
From: KailuaBoy	Read Replies (1) \| Respond to of 29970

C, > ATHM can start behaving like the internet stock it > is...the same way it behaved before AT&T got in on the > action and stole ATHM's thunder! ATHM was trading between $15 and $20 when T announced they were buying TCOMA. ATHM then went to $99. It sank with the market and Open-Net. How do you figure that ATHM should partner with AOL to get away from T? HUH? Please explain this. KB

To: CGarcia who wrote (16022)	10/7/1999 7:22:00 PM
From: Sleeper	Read Replies (1) \| Respond to of 29970

...maybe the street no longer looks at ATHM as a powerfully explosive Internet potential, but rather as a conservative pipe partnered with that old dinosaur Talk about dinosaurs!! What the hell do you think AOL is? What a joke! A closed, antiquated system trying to make it's way in the next generation of the internet on subs and ads. I'll give them 3-5 years max before, as Grace often says, ATHM buys THEM! Come on- we know you're long AOL, but this is the wrong board to tout their virtues. Sleeper

To: CGarcia who wrote (16022)	10/7/1999 7:34:00 PM
From: ld5030	Read Replies (1) \| Respond to of 29970

The perception of T is not the issue. Perceptions change when revenues come in. T does not need to make a bad deal to get the irrational exuberance of a net stock. Many on this thread have shown why ATHM does not need AOL: 1) it does not speed up the broadband rollout, 2) AOL has content that is duplicated easily, 3) AOL has no technology to speed up the network, 4) why share revenues when you can have all of them? Deals are made when each side has something to offer. AOL has customers ripe for the picking and nothing more. You propose that T needs AOL because it would make ATT look more like a net player. If they want to look like a net player issue a tracking stock, don't sell out. It is true that ATT stock has taken a hit lately. This is probably due to the enormous competition in long distance phone service. When all calls are made over the internet and wireless T may be the only one standing. I am not anti-AOL, just anti-deal. AOL has been a great stock to own these past few years, but it is no longer a well positioned company. We'll see how perceptions change when ATHM gains more subscribers in a quarter than AOL. At that instant AOL will look like a has-been and ATHM will look like the next AOL.