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

To: E. Davies who wrote (16950)	11/12/1999 7:15:00 AM
From: Educator	Read Replies (1) \| Respond to of 29970

Hi Eric- That was an interesting article on T's current disappointment and future expectations of @Home. Personally, I think @Home has been doing quite well, and as you have pointed out in the past, they have met the Street's expectations each time. This criticism on behalf of T does give more credence to a possible parting. I would be surprised at a deal, and would think T would also keep some vested interest in ATHM. I listened to Ash Rajan (Prudential Securities) on CNBC this morning. During his last two visits, he has avoided ATHM like the plague. Do you remember when ATHM was his top pick on every visit? Of course it worked for him during the stocks wonderful ride to a pre-split 200. Now he won't touch it with a ten foot pole. He probably doesn't want anyone to remember when it was his pre-split recommendation at 175! Have a good one, Eric! Ed

To: E. Davies who wrote (16950)	11/12/1999 10:40:00 AM
From: gpowell	Respond to of 29970

"AT&T needs to resolve Excite At Home's capacity problems quickly, because it is focused on signing up many more cable customers than ever for highspeed Internet access. Carl Vogel, chief operating officer of field operations, said AT&T hopes to have a million Excite At Home subscribers by the end of next year, up from the current 133,000 subscribers." OH BABY! Play all the mind games you want - just grow that base.

To: E. Davies who wrote (16950)	11/12/1999 11:55:00 AM
From: ahhaha	Read Replies (5) \| Respond to of 29970

I don't get it. What's this crap? At the meeting, AT&T executives said, the company voiced concerns about the quality and pace of field installation, Att is entirely responsible for this. customer support and the maintenance of the critical backbone network by Excite At Home. The last issue is critical for meeting demand for the service, Customer support has gotten progressively better. Backbone maintenance? Anyone know whether this is true? AT&T executives pointed out, saying problems have resulted in slow installations and bottlenecks in some important areas. This is Att's responsibility. The installers work for Att. Excite At Home "severely dropped the ball in a number of markets," said Tony Werner, chief technology officer of AT&T's Broadband & Internet unit at the briefing. "They have to get to the point where they can meet 100% of demand." What's this guy talking about? If he means the junk porthole front is a poor excuse to retain Excite!?, then the ball was dropped. Either this blurb was poorly written or Att has developed an attitude problem. Maybe this is a prelude to a rug pulling.