Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ahhaha who wrote (16520)	10/31/1999 2:03:00 PM
From: Rascal	Read Replies (1) \| Respond to of 29970

I really enjoyed reeading your last 3 posts because you look at things from a few levels up, strategically. Great insight on the 600 share trades! You have observed a market segment with its own precise consumer behavior. This is something I am very interested in. I hate when CNBC says "the market" like it is one pulsating thing acting in concert. I have followed, in detail, the AOL, T and ATHM stock and shareholder sentiment on SI. As far as the Excite thing, my prior posts have gone into detail about how I think Excite is just a portal which diminishes the power of ATHM. I think ATHM is distribution, not product and this attention to Excite and BlueMountain are distractions. ATHM should play to its strengths and not try to slap some fenders and paint and tires together to make a car! I think AOL has been masterful in its strategy. They never bought a cable company because distribution is not its game. Why should it be saddled with the hard wiring when its strength is in the consumer experience. Aol continues to define and improve the experience for its customers regardless of whether the customer used Coaxial, copper, satellte or wireless. (And their profits are proof of their ideas about the INTERNET. They move through the technologies and lead their customers to the best experience possible. AT&T is the real culprit. They had everything and they lost it! And now they are stifling ATHM and their own shareholder value because their lack of a dynamic strategy for convergence. I think MSFT will suffer the same fate. They always thought about their own jobs and the protection of their beauracratic hierarcy instead of consumer advocacy. There are new concepts centered around brand management, customer loyalty, and valuing the CUSTOMER AS INVENTORY. AOL is the early adopter of these concepts and AT&T is resisting this innovative business model. AT&T is driven by regulatory relief instead or customer advocacy. I wish ATHM could be set free to run.