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

To: E. Davies who wrote (23550)	7/14/2000 5:22:35 PM
From: KailuaBoy	Read Replies (1) \| Respond to of 29970

Eric, I'll take that. The way I see it ATHM fits in the second of four tiers. 1st tier - Technology companies that have proven their ability to deliver on an understandable business model. CSCO, MSFT, AOL. 2nd tier - Technology companies that are leaders in emerging segments but have yet to prove that they can leverage the position and deliver on the promise. ATHM, LCOS, CMGI, DCLK 3rd tier - Technology companies that had a business model that appears to have been either flawed or unsustainable. BYND, FOGD, EGGS 4th tier - Emerging companies that have yet to prove anything. Public and not yet public. INAP, Loud Cloud, Equinix The trick is to jump from 4 to 2 and eventually to 1 without sliding back to 3. KB