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


To: gpowell who wrote (16497)10/29/1999 6:07:00 PM
From: ld5030  Read Replies (3) | Respond to of 29970
 
I am well aware that Ah has been long on the stock for quite some time. Why else would he spend so much time here(since '97 I believe)? I try to read his comments very carefully; he is a cryptic writer. He seemed very critical when T came into the picture, and even more critical when Excite came in. If I am wrong I'm sure he'll correct me. Some have even accused him of criticizing the stock just to short it (I don't believe that). Once again, I am not attacking him or anyone else, just wondering why the sudden outburst of emotion.



To: gpowell who wrote (16497)10/29/1999 6:32:00 PM
From: ld5030  Read Replies (1) | Respond to of 29970
 
<<It is just more noise. Subscriber growth rate is increasing - this is all the news I need to hear.>>

$1B is a lot of noise. Bluemountain is supposed to provide revenues of $20-25M. That's 2-2.5% return on your investment. New subscriber growth is great, but you could get it with or without BlueM. I think this purchase represents a re-affirmation of direction towards content. They really want to be AOL. I don't know if they can make it work, but I'll go along for the ride. Best not to put blood money in here though.