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

To: ahhaha who wrote (20384)	3/29/2000 5:05:00 PM
From: Henry Niman	Respond to of 29970

Mobius isn't a regular on the Financial Networks netcognizance.com but he certainly got some attention today netcognizance.com

To: ahhaha who wrote (20384)	3/30/2000 1:58:00 AM
From: FR1	Read Replies (2) \| Respond to of 29970

we have Ralph Bloch, Abby Cohen, Mark Mobius, and now shooting his mouth off is Blodgett. Where were these clowns 3 - 4 weeks ago? That's the first thing I thought of. You did not hear them predict the DOW rise. You did not hear them predict the NASDAQ fall. Only after it happens. Amazing. Worth millions for sure. ********************* When I heard the news today I knew it was time again to buy back into ATHM long. I have some questions: 1) I assume that Armstrong will move quickly to appoint TJ and Bell's future replacements to the board. Do I understand it correctly that T will be able to appoint some board seats immediately since Comcast and Cox will give up certain veto rights they have at the Excite@Home board level and their representatives will resign.? 2) You don't get something for nothing. I am still trying to make sure I understand what T gave Comcast and Cox. So far it seems to me they get: A) A right to sell their shares at $48/share between 1/1/01 and 6/4/02. Sounds like a extended put contract on all their shares (T's way of saying: I guarantee that if you give me control I will make it work). B) Warrants to purchase 2 shares for each home their system passes. At what price? 3) How much influence/control of roadrunner does T get through the merger? Thanks, Franz