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

To: ahhaha who wrote (18429)	1/5/2000 4:01:00 PM
From: ALTERN8	Read Replies (3) \| Respond to of 29970

ATHM's management: With Matchlogic and Enliven, you would think the great management would utilize their resources and build some brand recognition. I get "The Standard" magazine which over the last year has been getting thicker and thicker with ads of Internet companies and IPO's about to come out. Over the last year I have seen one ATHM ad in there. Why isn't this great management using their own vehicles for generating some nice print ads a la CMGI. ATHM's management sleeps in till 2 PM everyday because T is making all the decisions and they are just jokes. I am so tired of waiting and waiting for a freakin PR to be released at the right period and time. I think they have their heads in their A**.

To: ahhaha who wrote (18429)	1/5/2000 4:18:00 PM
From: Frank A. Coluccio	Read Replies (5) \| Respond to of 29970

re: stellar management, Doc, All, How do you define 'good management?' And does it matter if the package they are selling turns out to be a total anachronism in two years? Not saying that it will, but there is some likelihood of this happening if they don't watch themselves. Could good management still make a go of an anachronism? Obviously, they could for some sustained interim period, if they put on the right face and press enough flesh in the right places (no, no, I didn't mean that... rather, their owners and in Washington, is what I meant). I suppose that that's the bottom line. Salesmanship. Do they have it? Or, do you sense a bit of inner conflict within home that wont go away anytime soon? I sense it. I think most other observers also sense a notable degree of inner-conflict, conflict which is not being helped any by the uncertainties surrounding their "safety blankets," i.e., their exclusivity deals, the double-edged devices that they are. They're locked into a model which, even if they could expand on it, or transform it into something truly marketable in a pluralistic way, they cannot right now, leastwise not on their own. Despite the short term surety that they provide, I regard those safety blankets as the most detrimental forms of inhibitors, as their biggest disincentives, going forward. Without those blankets which tether them to the past they would have the wings and the persona to spring outward and up just like any other bubbler with high potentials during this window of opportunity for good 'net companies. Instead, they are locked into the rules of someone else's home right now, not their own, and like any good visiting guest they do what they must, while their hosts are still watching. There, I've said it. Comments and corrections welcome. Regards, Frank Coluccio