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


To: ahhaha who wrote (20604)4/4/2000 10:46:00 PM
From: Solid  Read Replies (2) | Respond to of 29970
 
Ah,

If you please. Some fundamentals seem to have shifted regarding ATHM...solidification of T's support and at least an attempt to clarify muddy, murkey waters, ITV, faster installs. Some have not...seems clowns may still be having influence as evidenced by the apparently poor quality and poor performance of the new portal, lack of decisive spearheading from present management.

Aside from ATHM's position *looking* stronger with their valuation more realistic from the low stock price and the movement toward realization of their stated goals...in your estimation, is it in reality? Especially in contrast to AOL with TWX and a gamesman like Case at the helm? Do you believe we have a chance or are we soon to be the main course for giants to consume? I have held and see the pop potential, but for all my reading and research I still keep seeing the reality of poor execution and very, very mediocre management. I question if they can bobble such a sweet spot for much longer and actually have a shot at real success long term.

As you appear to have significant experience and expertise I and I would assume some others here would appreciate your current read on the company short and long term when you have a few moments.

What did Cervantes say in Don Quixote...'Much of sanity may be maddness, but the maddest of all, to see things as they are and not as they could be.'

Thanks in advance.