Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MIKE REDDERT who wrote (20103)	3/11/2000 5:38:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Wonder if analysts and the public might wake up to this in the near future. Many analysts have. Unfortunately analysts dont buy stock. "We see the recent decline of ATHM shares as unprecedented, a huge over-reaction and an exceptional buying opportunity...we think current ATHM pricing is exceptionally compelling and represents a table pounding buying opportunity" The price is (was?) going down. People don't buy stocks that are going down until they are unbelievably unimaginably cheap. I hope 27 1/2 is seen as unbelievably cheap. I certainly think it is. Eric

To: MIKE REDDERT who wrote (20103)	3/11/2000 5:44:00 PM
From: MIKE REDDERT	Read Replies (2) \| Respond to of 29970

Here's an example of the type of thinking that got ATHM where it is today. A snippet from a GB interview where he indicates that the full BB capabilities of the new site will only be available to @Home subscribers... as if ATHM can afford to be an exclusive club... Geesh. PCW: Is this new portal something every Net surfer will be able to access? BELL: No. Several weeks later, we will launch a toned-down public version of Excite broadband. The reason is, we want to be able to preserve the value proposition for the people who are paying $40 a month. They should be able to get the best content. Mike