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

To: Frank A. Coluccio who wrote (18432)	1/5/2000 4:51:00 PM
From: KailuaBoy	Respond to of 29970

Frank, Mike Ditka and Barry Switzer run ATHM. KB

To: Frank A. Coluccio who wrote (18432)	1/5/2000 4:56:00 PM
From: gpowell	Read Replies (2) \| Respond to of 29970

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. What anachronistic "package" is ATHM selling?

To: Frank A. Coluccio who wrote (18432)	1/5/2000 5:24:00 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

re: stellar management Of course I can't speak for him but, I think AH was being sarcastic when he made that remark. My two cents are that The Street has figured out that ATHM is not going to be the next AOL and that's what they wanted it to be. You can't have a "next" anything because the unique set of circumstances that were in place when the original came to be don't exist any longer. The question is, if ATHM isn't the next AOL, what is it? No one seems to be able to answer that....perhaps because it will become as you said, a total anachronism or perhaps because it will become something totally new that no one really has a handle on yet. We all know that companies like MSFT, DELL and AOL came from places that didn't exist before. I would also speculate that even though all of these examples had strong personalities at the helm, they would have been spectacular performers even if they had clowns at the top because of the unique set of circumstances that conspired to form the opportunity they exploited. Strong personalities or clowns? Doesn't much matter if we have a new drug and every body wants it. I know this offends your sensibilities because you want the "best" technology to win. We all know that that rarely happens....that the technology with the greatest number of "winners" invested in it is what usually wins out over and over.

To: Frank A. Coluccio who wrote (18432)	1/5/2000 7:33:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

Yep. This is why many institutions are standing away. It is well-known and so hopefully it's in the stock, but you never know.

To: Frank A. Coluccio who wrote (18432)	1/6/2000 10:37:00 PM
From: Jay Lowe	Respond to of 29970

>> anachronistic "package" Nice phrase. Are you referring to the recent flurry of late Christmas presents from etailers? I got a few anachronistic packages ... My trip report: It is possible to drive from Tombstone, Az to Seattle on back roads, eating chicken fried steak and cheeseburgers in places like Battle Mountain, Nevada where "deluxe" really does mean "comes with lettuce and tomato" without hearing the word "internet" or seeing a PalmPilot. On the other hand, old ranchers who still prefer to ride roundup on a horse have sons who make a living auctioning old PC gear on eBay. Picking the small lines on the map still yields more than 50% cell coverage. Tell us about achronistic packages, Frank, if you please. There's SLC and BellSouth ... are any other RBOCs leaning forward into FTTx? What is your view on the wash-in curve? If BellSouth moves to deploy, what are their constraints? What are the implications for other players if the RBOCs start pushing fiber? What does an aggressive RBOC FTTx scenario look like? Pure is the answer. Apropos ATHM, timing is the question.