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


To: marquis103 who wrote (16332)10/21/1999 5:28:00 PM
From: E. Davies  Respond to of 29970
 
If we're so great, and have such a rosy future, why was AOL up over 4 today, and we were down almost 2 3/4.

I was wondering if someone would mention this. Here is my opinion: On a day when the market opens down huge your goal is to buy quality names selling cheap. MSFT and AOL are percieved this way, ATHM is not.

We ran up on rumors and the short term pop from a great earnings report. Now we come back down to earth. If support @40 holds I'd be very happy. Dont think it will though...

I warned you all I was feeling greedy and wanted to buy.
Eric



To: marquis103 who wrote (16332)10/21/1999 5:34:00 PM
From: yihsuen  Respond to of 29970
 
Simple answer - uncertainty has been created for ATHM to scare investors away.

The uncertainty a while back is open access of course. The new uncertainty is ATHM after 2002. Actually, these two are correlated. To support these uncertainties, you need to also need to believe:

1. T will open after 2002.
2. T will dump ATHM after 2002.
3. T will use AOL as main ISP. Of course...

a. If T use Earthlink/Mindspring, why worry, right? ATHM will have more cable modem users than E/M's dialup users by next year.
b. T, Cox, and Comcast will never be interested in ISP business themselves; they got to have AOL as ISP.

4. ATHM need to pull all its equipment out and be replaced by whichever new ISP that is.

If you believe the above, you would sell your ATHM holding. I would advise you to sell your ATHM holding if I think that could happen.



To: marquis103 who wrote (16332)10/21/1999 5:45:00 PM
From: im a survivor  Read Replies (2) | Respond to of 29970
 
<<AOL up over 4 today, and we were down almost 2 3/4. Talk about being unloved.>>

Man, did you not see AOL's numbers ?? If you read their report, and if you are a shareholder, you more then likely got chill bumps running up your spine. All this talk of AOL's demise...Ha. Man, that company is cranking on all cylindars. I don't have the time to go over all the positives, but if you don'tm own aol stock you are simply a fool. Yes, I'm blunt and will catch hell for that statement, but the fact is aol is a must have stock.

ATHM is more then a keeper as well. Today, it simply got caught up in the market. It will more then likely trade flat until a dealwith aol is announced, and mark my words, one will be announced. Those of you against this happening can do one of 2 things. Sell your shares, and kick yourself in the butt after the deal goes thru and you see how much money you lost out on and will continue to lose out on for many, many years. Or, hold your shares, quit fighting AOL and enjoy the many, many dollars you will make. Bottom line is athm is currently a steal. You want appreciation ?? You'll see some serious appreciation when a deal is done. Don't fret the small stuff....athm is a great long term hold.