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

To: MIKE REDDERT who wrote (20011)	3/8/2000 1:10:00 PM
From: Maverick	Respond to of 29970

27 support hold:upgrades coming, reasons for buyout finance.yahoo.com The Sept 98 support of $27 holds firm. Looks for reversal. Market Makers started accumulating before upgrades which will come a day or 2 after the HQ conf and Pain Webber confab this week. Time to cover shorts ! I believe T will acquire ATHM in April. An easy double from this level. If for some unlikely reasons, T doesn't want to buy ATHM, it would sell it to AOL who will then dominate the broadband access w/ incredible content and portal from Excite. AOL TV to deliver content requires broadband access. I don't think T is that stupid. Either way, ATHM would be snapped up at this level. Excite merger is a good idea as it is the no. 1 lead generator for new subs. To keep eyeballs hooked, AOL needs chat room, Instant Messaging, broadband, and content. Ironically, AOL-TWX validated ATHM-Excite strategy. You have to deliver exciting content and allow 2-way interactive to keep eyeballs hooked, unequivocally. T would either jump in w/ both feets or not make the splash at all. So, T would either acquire ATHM outright or sell it to AOL or AOL competitors such as MSFT or Paul Allen who has been busy snapping up cable ops property. MSFT is especially ambitious in broadband comm. I believe AYHM won't be an independent co. shortly. AOL would definitely salivate all over ATHM. But MSFT, Paul Allen's CHTR, and T won't let that happens. BTW, MSFT invested in T during the UMG deal. MSFT and Paul could merge their cable asset, and buy ATHM. This would be a great move if T doesn't want ATHM, which I doubt very much for it would take yrs to build up a comparable ATHM-Excite biz.