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

To: Jack Hartmann who wrote (18719)	1/12/2000 9:21:00 PM
From: Educator	Read Replies (1) \| Respond to of 29970

"The problem for Excite@Home is that it isn?t AOL. The company has been diligently trying to build up its content as well as to push the deployment of broadband. It is far and away the leading cable broadband provider in the world: Its more than 2 million subscribers are almost four times that of Road Runner?s 550,000." Hi Jack- Thanks for the post. Where's Charlie getting his numbers? I doubt that ATHM has increased its subs over an additional 1 million since early December. I love how this guy does his homework. If someone did leak the current sub numbers, I would be tickled to death with "more than 2 million subs" at this time. That's one hell of a pace. Should we broadcast on every ATHM board know to man that subs have increased 100% since in the last month? It sounds good to me! Naw...the truth would catch up to us at earnings. Ed

To: Jack Hartmann who wrote (18719)	1/12/2000 9:27:00 PM
From: ahhaha	Read Replies (4) \| Respond to of 29970

You don't think ATHM has squandered the lead? Where have you been? That is a very poor assertion. They squandered it on Excide which was merely an attempt by Jermo to show he could play with the big boys. Had nothing to do with addressing the quixotic and questionable need for "content". Who needs the lead? If ATHM had crawled to AOL and given them whatever they wanted, ATHM would be in the catbird seat. Such a deal would have circumvented the current mess and wouldn't have, in material fact, conceded anything. It was a win-win synergy, but instead, it's lose lose chaos. The problem is that ATHM is not defined in mission. No one knows much less management where the boat is going except to somewhere that satisfies someone else's concept of the company. Is someone else MSO? ATT? AOL? stockholders? The AOL-TWX thing is a great opportunity to take back the lead. That requires courage, the courage to close the campus and to choose a new direction, but to choose some direction. Define the company. Management shouldn't give a damn what the principals think. Big stockholders have only managed to ruin the company. If management goes along with stockholders, the management will be canned, so they might as well break away. Forrester thinks that "the company may have to agree to a "fire sale to CBS Viacom or Fox to create a second-tier competitor to AOL/Road Runner." This would be the equivalent of another Excide and it is an exceedingly poor idea. How could ATHM pull that off anyway? With 2010 revenues? Att is tapped out.