Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E. Davies who wrote (23571)	7/18/2000 12:00:50 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

Wow! Someone is actually alive in the investment world! See my comments on Yahoo which agree with you. The whole thing could blow up in ATHM's face. ATHM: the ICGE of BB. They spawn 'em and give 'em away to our foreign "brothers". ATHM will participate proportionately, but so what? Who is the king of BB? Who knows how to make it fly? Will Chello add the value or will it be a joint effort, a management by committee in the great socialist tradition of fair Europe? Silicon Quiche loves socialism because they need government support to bail out all the failure.

To: E. Davies who wrote (23571)	7/18/2000 12:31:38 AM
From: FR1	Read Replies (1) \| Respond to of 29970

I agree with you that it would feel best if we could simply swallow Chello. It ain't gonna happen. Gotta be politics. On the other hand, it is the ATHM shareholders that will own part of Excite Chello. They somehow have to be compensated. My guess is that it will be treated like a spin off and we will be offered shares. I think the timing is great because it will focus a lot of media attention on our earnings report and CC. That gives Bell a chance to hammer the fund managers with numbers and explain why we are worth more than $20. Assuming, of course, that we have the numbers.

To: E. Davies who wrote (23571)	7/18/2000 1:03:35 AM
From: FR1	Read Replies (1) \| Respond to of 29970

PS- If ATHM would annouce that shareholders will get some ExciteChello it would be a different story. ATHM could explode ala COMS/PALM. Try this one on for size: 1) Armstrong knows he has to have share value appreciation in a big way before January. 2) So far nothing has worked. 3) You can not split a $20 stock. 4) So you say: "Good news! We are going to start a new company that will be the biggest provider of cable internet in the world. It is going to do bla, bla, bla... ATHM shareholders are the lucky ones. They will be given shares in this new company!" 5) Hopefully you can drive share price up this way - just like you are suggesting. The danger is that ATHM share price will collapse when distribution occurs but maybe things will be so high then that it will stay above $50/share. 6) At a much later date you can go into a smoke filled room and have T buy out Malone or vice versa. Even more devious, you can arrange it so that on the day the stocks are given to shareholders, ATHM buys majority stake in the new company.<g>