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

To: ahhaha who wrote (16469)	10/29/1999 3:27:00 AM
From: E. Davies	Read Replies (2) \| Respond to of 29970

Good to have you back Ah. The question actually was a legitimate one and I'd love to hear why you think it really happens. I know we've been around these circles in private but I have to admit I still don't know what to conclude. Sellers have been unusually agressive and showing the "feel" of MM activity (sitting on the ask absorbing buyers while keeping the order size fixed). They just sit there absorbing the buying and weigh down the stock. ATHM was always good for a 3/4 point bounce, but not any longer. The only reason I can think of for any seller to refuse to let the stock bounce into buying is to break the spirit of the buyers. Manipulation? I dunno, actually I doubt it. But it sure seems to me that the "big boys" think the stock should be going down. Fortunately, often the "big boys" are just plain wrong. As you said, "consider what happens when the boy cant hold it any longer". Eric

To: ahhaha who wrote (16469)	10/29/1999 8:21:00 AM
From: Jack Hartmann	Respond to of 29970

The eyeballs issue is valid one for ATHM strategy. I remember the Motley Fool reporting that 80% of the internet advertising went to the top five sites as measured by Media Metrix. Companies such as WOMN and KOOP that rely on internet advetising have realized small revenue growths if advertising is the primary revenue stream. A local TV station probably get more advertising than these companies. When Pepsi, Coke, P & G, and tobacco start advertising on the net, then the advertising model can be valid for a new company. @Home is rolling out faster than many believed. In IL, several DSL startups (UUnet) are getting customers who want information faster. Price is comparible to @Home in the west. When @Home penetrates the Chicago suburbs and the east-west tech corridor (home of Lucent, Telllabs, Amoco, etc.), there will be no choice. Only the one that is faster will be chosen. Is there anyone faster than @Home? No, not now. Third largest market in the country only can pick DSL. GTE and Ameritech have been slow to embrace and set up their own DSL network despite being ISP's. @Home's market penetration in Pheonix (home of INTC) is the one to watch. If @home can increase its subscribers there to 20% of the market by June 2000, then the @Home will have a huge lead over existing DSL there. GTE's lawsuit is a reflection is one of a defensive nature. I'm sure they didn't expect cable to move so fast. As for the stock price, look at INTC about two years ago. Sat in the same range for six month before doubling and splitting two for one. An industry leader that was beaten up for lack of performance. Sounds familiar. ATHM is still a relatively new company compared to INTC, AOL. Much of the old mutual funds would like to see some price stability before diving in. After all, it did drop substantially in the 12 months. That performance is unacceptable to many funds who are trying to achieve growth with little risk. Jack