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


To: MIKE REDDERT who wrote (19921)3/2/2000 11:19:00 PM
From: Solid  Read Replies (1) | Respond to of 29970
 
It was amazing, the comments the antichrist made in D.C. about enabling ISP's to the cable pipe and how 'we support them yada, yada, barf...' Seems they are not just saving face but also making a 'case' for their ultimate ride on ATHM's reading railroad. After all, their 20 mil to ATHM's 59 mil gets AOL much more then it gets us on RR.

It will be interesting to see not just the technological fix needed to get them on, but the fee schedules that work out. AOL has more to gain from using its platform to sell to its subscribers and because of this established income machine may have less to lose then ATHM from cheaper usage fees. Before this happens Excite needs to be a huge hit if the Excite@home model is to work. [fingers are crossed]

March is a big month, Portland and Excite launch.

'Time keeps on slipping, slipping, slipping
into the future...'



To: MIKE REDDERT who wrote (19921)3/4/2000 2:01:00 PM
From: Maverick  Respond to of 29970
 
Reasonfor ATHM weakness:Hartford House and Kendara,acq'ed by ATHM,stkholders filing to sell shrs. S-3 filing 3/2/00.
The Offering
Of the 5,285,600 shares that may be offered under this prospectus, 1,800,130
are held by former stockholders of Kendara, Inc. and 3,485,470 are held by
former stockholders of Hartford House, Ltd.

Series A common stock that may be offered by
the selling stockholders................ 5,285,600 shares
Series A common stock to be outstanding
after this offering..................... 366,351,215 shares*
Use of proceeds.......................... We will not receive any proceeds.
[stkholders, especially officers, of the acquired co. normally sel shrs a period after the acquisition is closed]
SELLING STOCKHOLDERS
Except as noted below, the share information provided in the table below is
based on information provided to us by the selling stockholders as of February
15, 2000. Each selling stockholder beneficially owns less than 1% of our
outstanding Series A common stock, based on 361,065,615 shares of Series A
common stock outstanding as of February 15, 2000. We may update, amend or
supplement this prospectus from time to time to update the disclosure in this
section. The former stockholders of Hartford House, Ltd. and Kendara, Inc.
received their shares in connection with our acquisitions of Hartford House,
Ltd. in December 1999 and Kendara, Inc. in February 2000.
The selling stockholders may from time to time offer and sell any or all of
their shares that are registered under this prospectus. Because the selling
stockholders are not obligated to sell their shares, and because the selling
stockholders may also acquire publicly traded shares of our Series A common
stock, we cannot estimate how many shares of the selling stockholders will
beneficially own after this offering.
<TABLE><CAPTION>
Shares Total
Owned Shares
Before that May
the be
Name Offering Offered
---- --------- ---------
<S> <C> <C>
Fortuna Ventures, L.P(1)................................... 1,553,240 1,553,240
Stephen Schutz and Susan Schutz, Trustees under Trust dated
December 19, 1985(1)...................................... 1,062,665 1,062,665
Jared Schutz(1)............................................ 823,093 823,093
Mohr, Davidow Ventures V, L.P.(2).......................... 475,446 475,446
Institutional Venture Partners VIII, L.P.(3)............... 451,598 451,598
Pavani Diwanji(4).......................................... 286,580 286,580
Freeman Murray(5).......................................... 233,996 233,996
Bret Comolli(6)............................................ 80,791 80,791
IVP Broadband Fund L.P.(7)................................. 51,123 51,123
Robert Polis, as Trustee of the Robert Nathan Polis
Revocable Trust dated August 25, 1993(1).................. 46,472 46,472
Mohr, Davidow Ventures V, L.P. as nominee for MDV
Entrepreneurs' Network Fund II(A), L.P. and MDV
Entrepreneurs' Network Fund II(B), L.P.(8)................ 35,786 35,786
Brian Wilson............................................... 29,578 29,578
Jean Michel Leon and Christilla Leon....................... 19,719 19,719
Gleb Budman................................................ 14,000 14,000
Stuart Cheshire............................................ 11,831 11,831
Jason Knight............................................... 9,859 9,859
Heinrich Gantenbein........................................ 9,859 9,859
IVM Investment Fund VIII, LLC(9)........................... 8,512 8,512
Paul B. Callahan........................................... 7,887 7,887
Vlad Bolshakov............................................. 7,887 7,887
Arthur Van Hoff............................................ 7,697 7,697
David Cheriton............................................. 7,697 7,697
Christopher Kelly.......................................... 5,915 5,915
G & H Partners............................................. 5,842 5,842
Scott Eikenberry and Ashley Eikenberry..................... 4,929 4,929
Cory Cooke and Janelle Hargrove............................ 4,929 4,929
</TABLE> 20<PAGE> <TABLE><CAPTION>
Shares Total
Owned Shares
Before that May
the be
Name Offering Offered
---- --------- ---------
<S> <C> <C>
Noel Wilson................................................. 4,929 4,929
Michael Sheridan............................................ 4,046 4,046
Donna Novitsky 3,943 3,943
Wendy Riggs................................................. 1,971 1,971
Steve Jessey................................................ 1,854 1,854
Martin Foster............................................... 1,676 1,676
Carol Dressler.............................................. 1,603 1,603
Richard P. Yoon............................................. 1,577 1,577
Laura Bidinger and Joseph Bidinger.......................... 1,577 1,577
Miko Matsumora.............................................. 1,577 1,577
Bob Adler................................................... 1,090 1,090
Melissa Criqui.............................................. 788 788
James Gosling............................................... 394 394
Geoff Baehr................................................. 394 394
Steve Arnold................................................ 394 394
Ashmeet Sidana.............................................. 394 394
Jeff Whipps................................................. 394 394
Marko Balabanovic........................................... 49 49
Jane Prusakova.............................................. 19 19
--------- ---------
Total..................................................... 5,285,600 5,285,600
</TABLE>--------(1) Based on information provided to us as of February 25, 2000.
(2) Prior to our acquisition of Kendara, Mohr, Davidow Ventures V, L.P. and
Mohr, Davidow Ventures V, L.P. as nominee for MDV Entrepreneurs' Network
Fund II(A), L.P. and MDV Entrepreneurs' Network Fund II(B), L.P. together
held approximately 18.4% of the fully-diluted common shares of Kendara, and
Jonathan Feiber, a representative of these partnerships, served as a
director of Kendara.
(3) Prior to our acquisition of Kendara, Institutional Venture Partners VIII,
L.P., IVP Broadband Fund L.P. and IVM Investment Fund VIII, LLC together
held approximately 18.4% of the fully-diluted common shares of Kendara, and
Timothy M. Haley, a representative of these partnerships, served as a
director of Kendara.
(4) Pavani Diwanji was Chief Technical Officer and a director of Kendara. Prior
to our acquisition of Kendara, Ms. Diwanji held approximately 23.2% of the
fully-diluted common shares of Kendara.
(5) Freeman Murray was Secretary of Kendara. Prior to our acquisition of
Kendara, Mr. Freeman held approximately 19.0% of the fully-diluted common
shares of Kendara.
(6) Bret Comolli was Chief Executive Officer and a director of Kendara. Prior
to our acquisition of Kendara, Mr. Comolli held approximately 10.5% of the
fully-diluted common shares of Kendara.
(7) Prior to our acquisition of Kendara, Institutional Venture Partners VIII,
L.P., IVP Broadband Fund L.P. and IVM Investment Fund VIII, LLC together
held approximately 18.4% of the fully-diluted common shares of Kendara, and
Timothy M. Haley, a representative of these partnerships, served as a
director of Kendara.
(8) Prior to our acquisition of Kendara, Mohr, Davidow Ventures V, L.P. and
Mohr, Davidow Ventures V, L.P. as nominee for MDV Entrepreneurs' Network
Fund II(A), L.P. and MDV Entrepreneurs' Network Fund II(B), L.P. together
held approximately 18.4% of the fully-diluted common shares of Kendara, and
Jonathan Feiber, a representative of these partnerships, served as a
director of Kendara.
(9) Prior to our acquisition of Kendara, Institutional Venture Partners VIII,
L.P., IVP Broadband Fund L.P. and IVM Investment Fund VIII, LLC together
held approximately 18.4% of the fully-diluted common shares of Kendara, and
Jonathan Feiber, a representative of these partnerships, served as a
director of Kendara. 21<PAGE>
In the acquisition of Kendara, in addition to issuing 1,475,211shares of our
Series A common stock, we issued 202.130 shares of our newly-created Series B
preferred stock which automatically converts into approximately 202,130 shares
of our Series A common stock on February 10, 2001. In addition, we issued
1,279.065 shares of our newly-created Series C preferred stock to Pavani
Diwanji, Freeman Murray and Bret Comolli which automatically converts into
approximately 1,279,065 shares of our Series A common stock as such shares vest
pursuant to stock purchase agreements or option agreements between Kendara and
each of Ms. Diwanji, Mr. Murray and Mr. Comolli.