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

To: ahhaha who wrote (19418)	2/5/2000 2:14:00 PM
From: ld5030	Read Replies (1) \| Respond to of 29970

Thinking about averaging down here. Is this a patzer move? Can't see much more bleeding from here. Besides, I like Bell. If for nothing else, ATHM is needed to escape the paternalism and manipulation of AOL. For those who are interested, Excite@Home has finally placed their corporate logo on headquarters. Visible from highway 101, it is seen by millions of tortured, crawling motorists. If only we could get broadband freeways.....

To: ahhaha who wrote (19418)	2/5/2000 2:26:00 PM
From: Frank A. Coluccio	Respond to of 29970

never mind.. aborted message.

To: ahhaha who wrote (19418)	2/5/2000 3:19:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Why do you think this is so significant even if it's true? I merely said it was interesting. What good is local caching when 70% of your new packet requests (new or refresh data) go to the cloud? ... . The result is that @Home drops down to 56kbps speeds as packets are leaked little by little out of a crowded cloud I guess it depends on whether it is 70% or 30%. Notice that you show how ATHM having its own $500 million backbone that bypasses as much of the cloud as it can is a significant advantage. How much worse would it be if everything went through the "crowded cloud"? You also prove once again how valuable it would be for ATHM to host sites on the network rather than relying on the cloud or caching. This is an error spawned by perceiving perceptions rather than perceiving reality. It assumes that investors are as dumb as Fool projects them to be. This is not true? Sadly I think it is exactly true that stock price is all perception. Of course AOL/TWX/RR is a threat. But its not nearly the level of threat that the media claims it to be. A guy posting on another board who works in a institutional framework says that the tech analysts around him #1 reason for not liking ATHM is because they don't like TJ. Is that rational? Eric