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: E. Davies who wrote (18205)	12/24/1999 11:10:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

I do. Then you don't agree with her response. She is telling you that they not only will take it with no content but also that they only need to use it briefly to be converted. Can you go back to 2400 baud? ATHM doesn't need to get anything. They got it, but that doesn't mean they can't use the art of the deal to further their own interests and those of AOL. The best market develops when you find a way for your opponent to benefit. You always benefit more that way than you would if you didn't. ALWAYS. Your thinking is that of contemporary narrow minded management. It is similar to the liberal's fixed pie division philosophy which precludes the leverage of synergy. Less is better for you and it means more for me because the pie can't grow. How liberated. That's right, crawl. You want to do what is of value and you don't care what you have to do to make it happen. There is no configuration of outcomes where any of the companies involved benefits less than they would if any kind of deal was struck. It doesn't matter what the terms are. To think otherwise is to assume the validity of the liberal fixed pie concept. "The rigid Klingon code of 'Drink not with thine enemy'. With that kind of philosophy it's a wonder that the Klingons weren't conquered and destroyed". - Q. I know the market would love this, but I dont see the point. Of course not. Greed makes you narrow minded so that you end with less. Do you really think so little of the power of broadband to capture users that AOL should be given access for free? Obviously not because ATHM has this advantage as testified by Grace. The trick to advance is to take the advantage and concede it apparently to your opponent. You find a way to enable your opponent to benefit so that you both can benefit more than otherwise. This is called sacrifice and it is alien in our world, but it is the greatest power any leader can use. You just have to be a leader to understand this. It is for this reason that I am qualified to lead the company and Jermo isn't because like most he can't use the true assets he has available because he doesn't know what they are. What does AOL bring? When you cut a deal you aren't even much interested in that because you will never know what is the capability of your opponent. You don't need to know that. It isn't your business. AOL can bring whatever AOL wants to bring, that is, whatever they think is in their interest. The idea is to make concessions until you have an agreement. There is an art to this since no one knows the future, but in the final analysis any deal is better for ATHM than no deal. You think a "broadband experience" cant develop without AOL? Wont AOL have to create one anyway? Let's take both of your statements simultaneously. BB can be developed independently and AOL will need to create one, but can you argue that the two companies can't accomplish a lot more if they cut a deal? Both Jermo and Att have gone to AOL and offered a deal, but in neither case were they willing to give AOL what AOL wanted. It doesn't matter what AOL wants, but Att can't take that attitude because Att thinks in terms of the old fixed pie. They have to get an equal deal because they project into the future a bunch of unwarranted assumptions based on their infinite wisdom, the same infinite wisdom that they used to argue for a continuation of their Bell monopoly. Att is amateur. They don't even have the wisdom to concede an apparent advantage. Same with Jermo. And these little boys pretend to be great leaders of great corps. I fully agree with Grace: Really? You don't seem to agree with her conclusion that the speed value was more important than the content value. Instead, you agree with a Wall Street narrow minded patzer who spews the officially accepted standard line in order to look professional. Let AOL go head to head with Yahoo for content. What do you mean by let? What do you think is happening now? So how clever was Jermo and Perko's choice of Excite over Yahoo? Oh , I see, YHOO was too expensive. I wonder what ATHM would be worth if they found a way to buy them anyway. That's what I would have done which I stated in this thread. No way clowns will ever have me CEO.