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

To: ahhaha who wrote (22001)	5/10/2000 1:51:00 AM
From: gpowell	Read Replies (1) \| Respond to of 29970

Something may be cooking, as you say. I found it strange that ATHM still doesn't know whether the international businesses will spin out as a marriage of infrastructure and content. Although, it would be like ATHM's management to announce something but not have clear idea of exactly what they were doing. I had speculated earlier today that perhaps we are being prepared for the cleaving of Excite out of ATHM. Without the reassurance that the network is the real key to the MSO's BB plans, there would be no telling what could happen to the stock price. Let's face it, most analysts see ATHM as simply a portal, which just happens to have last mile access through the cable lines. That misconception on the part of the street is TJ's fault, of course. Excite is just an added and completely unnecessary complication in the future of BB services. Is any of this making sense?

To: ahhaha who wrote (22001)	5/10/2000 10:22:00 AM
From: GraceZ	Read Replies (1) \| Respond to of 29970

intentionally preparing the market So you think he was setting out a trial balloon? If so I think they got the reaction they were looking for. Certainly it would fit in with the big advertising push emphasizing Excite only, that they are exploring separation.

To: ahhaha who wrote (22001)	5/11/2000 12:53:00 PM
From: Educator	Read Replies (1) \| Respond to of 29970

"Roberts wouldn't have inadvertently made such a blatant and almost irresponsible remark unless he was intentionally preparing the market for something that is cookin'." Hi Ah- With all these executives leaving, either ATHM is cleaning house, or moving to a new house. I realize the stock price has infuriated execs as much as it has us. If indeed they believe in the long-term future of this company, you would think they'd hang on. After reading yours and several other posts out there, I think something is cookin', too. What still perplexes me is T releasing their grip on ATHM. I have a hard time buying that scenario. T has banked too heavily on their current plan to change course now. Ed