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

To: David Nelson who wrote (23300)	6/22/2000 5:33:00 PM
From: KailuaBoy	Read Replies (2) \| Respond to of 29970

Nelson, I didn't say anything about a holy war nor did I say a person couldn't hold both stocks at once. 1. As a consumer I think AOLs product is marginal. 2. As someone who follows the industry I see AOLs product as something people familiar with the Internet won't pay for. 3. As an investor I see the potential for growth in stock price favoring ATHM such that if I had $100 to invest in either one or the other I would chose ATHM. Does that work for you? KB

To: David Nelson who wrote (23300)	6/22/2000 9:02:00 PM
From: FR1	Respond to of 29970

Interesting comment. I agree that you should be diversified and I own some AOL too (although I have much more money on ATHM). Here are a couple of points: 1) AOL/TWX has access to media. Lots of it. A lot of buying is momentum buying and AOL has the tools to make momentum (positive headlines) when it needs to. ATHM does not. 2) For some reason fund managers feel the guidance that Steve Case gives them is more dependable than TJ and Bell's news was. In fact ATHM almost never gives guidance and has frequent surprises like the last earnings meeting. Fund managers hate, hate, hate surprises. The reason they hate this is because it makes the fund managers look foolish to their customers if they buy into the company and then the business shocks everybody at earnings meetings, etc. When this happens the stock gets put in the dog house for a while (another example: LU). IMHO, ATHM is much better long term bet than AOL. ATHM is not as much smoke and mirrors as AOL. ATHM has solid growth with lots of room to expand. ATHM is a king, if not gorilla, in its space. Fund managers will come to ATHM as the gold becomes more visible and the management more stable.

To: David Nelson who wrote (23300)	6/24/2000 8:37:00 AM
From: Educator	Respond to of 29970

"Many on this thread have developed an irrational hate for AOL, which I find difficult to understand." Hi David- Open access is one of the major reasons ATHM is in the gutter. Steve Case was a major backer of Open Net, both politically and financially. That is probably why ATHM Longs have a distaste for him. Even though I don't care for the company, my Janus Twenty Fund has AOL as its largest holding. Therefore, I am not always disappointed to see it rally. Have a good weekend! Ed