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

To: KailuaBoy who wrote (23549)	7/14/2000 4:50:52 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

You hit on the right question. The odd thing is not the rally today, but rather why ATHM did not rally more on Wednesday. I hate to say it but I think the reason is that the "second tier" stocks tend to rally later- after the movement in the leaders is shown to be valid. Of course GOTO and ASKJ did great on Wed. ELNK didnt ramp until today though. Guess that means ATHM is a second tier ISP and no longer a second tier net stock. Progress I guess. Eric

To: KailuaBoy who wrote (23549)	7/14/2000 7:36:24 PM
From: FR1	Read Replies (1) \| Respond to of 29970

IMHO, YHOO and ARBA proved beyond a doubt that the net is not dead and, in fact, it is growing at a stronger than expected clip. In the last day Salomon Smith Barney came out and said they did a careful analysis of AMZN and the business was in no danger of running out of cash as reported by some idiot earlier. They restated a BUY recommendation. It did have the intended effect of boosting the target stocks. So many guys in that class got a lift today: AMZN = up 21% EBAY = up 14% LCOS = up 9% Excite = up 8% There is blood in the water and the fund manager sharks are snapping at anything that smells right in front of the numbers. Nobody wants to miss dinner. The reports will come out next week. Blow-outs will keep going up. Better-than-expected will sell off a little and then go back up. met-the-street and below are dog meat. It's survival of the fittest. Another day in the jungle. ********************************** To do well, you need to surprise on the upside and have a strongly positive CC for the upcoming quarter. This doesn't mean you have to make money, as ARBA proved, but you have to show more gains in market share than anyone expected. ARBA blew every one away with the contracts it reported.