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

To: Rob C. who wrote (19962)	3/7/2000 11:33:00 AM
From: Marc T. Archer	Read Replies (1) \| Respond to of 29970

>I think ATHM sees 50 sometime this year, the problem is it may see 15 on it's way.< And that's a "problem"?....<grin>. I'd LOVE to see 15 before 50!..lol If ya believe in the company (which I DO!) that would be nothing more a gift! Personally, I think we "may" see the upper 20's but that's when I'll load up even more and IMHO 50 for the year would be conservative. I may be the eternal optimist but I just really have a strong belief that this company is positioned where it needs to be and is doing everything they said they would. Those with a LOT of patience and a little Mylanta (grin), will be rewarded. MTA

To: Rob C. who wrote (19962)	3/7/2000 1:15:00 PM
From: KailuaBoy	Respond to of 29970

Rob, What happens when the fat lady who's been sitting on ATHM gets up and walks away? 1. ATT closes Media One and lines up behind ATHM. 2. Portland decision is decided. I know it doesn't really matter but when you are down people look for reasons to kick you. Take this one away. 3. ATHM repositions itself as a content delivery platform and abandons content creation. This has already happened but noone gets it yet. My evidence of this shift is the interview with TJ last week. Check out ON24.com. TJ doesn't talk about how great Excite content is going to be. Listen carefully to what he says and you'll see several examples of his change of heart. 4. Expanding international footprint. 5. Broadband content starts being developed and broadband content developers are the first to get it. They figure out that the ATHM network is the only place where their content can reach subs with any degree of certainty. $$$. 6. Subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs subs. Forget the chart. It will only reinforce your current view that the company is a dog. Don't look for the facts that are currently occupying all the smart people. Look at the emerging picture before anyone else sees it in its' entirety.