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

To: gpowell who wrote (19208)	1/22/2000 7:09:00 PM
From: Killian	Read Replies (2) \| Respond to of 29970

g! Check the flow chart in this recent article! economist.com The TWX/AOL merge is confusing presently, but according to this chart T will own in excess of 40+% of RR!!! Someone I read said as much as 50.+% which would give them control! He's assuming that because T owns 25.5% of TWX, then that would put T in control of RR! Do you or anyone reading this feel that a ATHM/RR convergance is in the works??? I have always felt that to be true, but with TWX/AOL merge that novel idea seemed to have been thrown out the window! Now it's feasible? Kevin

To: gpowell who wrote (19208)	1/23/2000 10:52:00 AM
From: ld5030	Respond to of 29970

<<However, we can not kid ourselves, there remains considerable risk that the earnings growth is now so far out into the future that incalculable events will intervene.>> When I bought in I did not see the "incalculable events" like open access and MSO/ATHM disharmony. I don't foresee any others this year, but maybe more of the same as last year. You're right, still a lot of risk in this one, but much reward possible. It will either hit a home run or strike out. Best to dig in and see what might happen than bail and wish you had. One thing for sure, each subscriber added now contributes to profitability. Increasing subs and decreasing stock price can not coexist forever. Whenever I talk to someone about this company they say "It's a great company, but........" Everyone's worried about the but. In the meantime the future that they worry so much about becomes less worrisome every day. It's not like the 1 million current subs are going to cancel their ATHM in 2002.