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

To: ahhaha who wrote (16538)	10/31/1999 4:18:00 PM
From: Tom Tallant	Read Replies (4) \| Respond to of 29970

Institutional Tax Year Over 10/29/99 Tax selling has come to an end which should diminish the near-term pressure on stock price. Open-access case will be viewed less substantial as verdict is still a few months away, and resulting appeals will likely continue for a substantial period of time. The "advertising" value of the broadband subscriber will catapult the shares of ATHM quickly as the street will value each subscriber at 3-4 times that of its dial-up counterparts. The departure of Hindrey, a fierce opponent of content, should reassure institutional investors as to AT&T's committment to ATHM. This equity position gives AT&T a reasonable method to recoup much of their broadband and cable investment dollars over the next 3 years during the exclusivity contract. Look for ATHM management to take equity stakes in many e-commerce players over the following year, patterned after John Malone (Liberty Media Group - LMGA), one of the most respected content deal makers. His influence is quite apparent as excite continues to amass internet properties. ATHM management is also poised by their management restructuring to release substatial shareholder value with a possible issuance of a "content - e-commerce" tracking stock with the Excite brand name. This would enable its parent companies to allow access via ATHM pipes to other ISP's and substantially diminish future court proceedings.

To: ahhaha who wrote (16538)	10/31/1999 5:36:00 PM
From: Rascal	Read Replies (2) \| Respond to of 29970

<<So I have to disagree with us. We have the better argument as far as intermediate term stock evaluation is concerned, but the long term is best served by junk. You have to have a clown and collection of hacks managing the company to land junk. Their decisions are completely random and so they find the optimal path. Success comes by not knowing. When you don't know it is the case that you are open to change and can adapt to whatever hokey fad develops. When you know you prevent yourself from accepting new outlandish ideas. That's why I like the stock again. Because it is awful.>> Who are the clowns? What products are the junk? I am not sure I understand this paragraph (above). But I LOVE to learn and discuss.