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: GraceZ who wrote (18912)	1/17/2000 9:57:00 AM
From: Gregory S. Wagner	Read Replies (1) \| Respond to of 29970

So, Grace, are going to hold? I've been a subscriber to ATHM for a month now, and I love it. Hard to imagine having to go back to a dial up. Greg

To: GraceZ who wrote (18912)	1/17/2000 10:24:00 AM
From: Jack Hartmann	Read Replies (2) \| Respond to of 29970

Reminds me when CNBC talking heads kicked ORCL in May. Takes confidence to go against the talking heads. I suppose the revenue growth, profitabilty, and increased subscribers had no merit in their discussion. Jack

To: GraceZ who wrote (18912)	1/17/2000 11:36:00 AM
From: gpowell	Read Replies (1) \| Respond to of 29970

This is TJ's fault. He hasn't offered analysts a reason to see beyond the exclusivity agreements - maybe there are none. I was disturbed by TJ's answer to the question "What impact does the AOL/TWX merger have on ATHM". Message 12583714 His answer was none, and then he went on to justify this by speaking in terms of nonoverlapping territories. My impression is that he is not thinking beyond the exclusivity relationships. No vision was displayed. He had a perfect opportunity to define ATHM's role in the future expansion of broadband and instead he spoke of territories. I was very disappointed.