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

To: David Nelson who wrote (21207)	4/20/2000 8:31:00 PM
From: 10K a day	Read Replies (1) \| Respond to of 29970

ATHM needs as many subscribers as possible, as soon as possible. Absolutely...! David! Excite is a ZERO. Put it in the Books,,, as a dilutive ZERO. It doesn't matter.... Anything that comes from Excite NOW is Gravy... @Home Does not need to merge with anybody... Why? Why do they have to merge? What is wrong with being a - Pure Play. AOL merged out of FEAR. I like that FREE INTERNET access stuff... That cuts at the Heart of AOL... AOL will never have the perception of @Home.

To: David Nelson who wrote (21207)	4/21/2000 9:13:00 AM
From: ld5030	Read Replies (1) \| Respond to of 29970

<<AOl just bought 13 million cable customers when it bought Time Warner so it will have even more.>> Hi Dave. Just wanted to comment on something you said. AOL will, by and large, be stealing broadband customers from itself, i.e. from its own narrowband offering. Migration is not growth. ATHM is not in this same position. They steal many customers from AOL and other narrowband ISPs. You are right--it is a numbers game, but I think the game is different for ATHM vs AOL.