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

To: SOROS who wrote (16505)	10/29/1999 9:21:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 29970

smoke?.......http://www.streetadvisor.com/Article/Article.asp?aid=726

To: SOROS who wrote (16505)	10/30/1999 12:13:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

It's perfectly reasonable to expect ATHM and AOL will have a working agreement about redistribution. The biggest error I see is in trying to make these two out as competitors. ATHM and RR are competitors. AOL operates in a different market. The two markets will converge especially if a redistribution agreement is reached. Further, cable and DSL are separate markets. To some extent they lose customers to each other, but that isn't significant yet and I believe it will never be significant because they are different technologies with different preferred or addressable markets. The issue is that a rising tide raises all boats. It's reasonable to expect that holding AOL, ATHM, and some DSL play will all work out swimmingly. You just have to have a rising tide. No X buys Y is necessary. Do you think this is the only possible business arrangement? It sure isn't the best. Why does AOL have to own some network with its difficulties and 4% margins? Can't they just write an agreement to lease?