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

To: ahhaha who wrote (23640)	7/19/2000 12:23:00 AM
From: FR1	Read Replies (1) \| Respond to of 29970

IMHO, ATHM is a member of a group of companies owned, to greater and lesser degrees, by ATT. We are part of the team that is developing and deploying broadband cable internet throughout the world. There is no reason why we can not make a good deal of money doing that. Some people, not necessarily you, feel ATHM should not be a member of any team. ATHM, they feel, can be a independent company that dominates the world in its field. If you accept the fact that ATHM is part of ATT family and strategy, then you must view all major moves in light of this. In other words, looking at all the businesses, what is the best way to put the puzzle pieces together. If you look at it this way ExciteChello seems to be the right move. Before anyone starts characterizing ATT as DeathStar or the Borg, consider the fact that most major international companies only succeed by mergers and agreements with other companies. "I can do it all by myself" doesn't work on a global scale. ATT will have 74% of the voting rights in ATHM. That means ownership. *************** Chello may well be a structured company after all. Board of Directors: Armstrong and Malone (plus a few employees for photo ops). President: Chello's President - They know the EU best. VP broadband systems structure: ATHM person (Milo is best). It is a clear chain of command with one leader and no conflicts. ****************** Yes, it will be interesting to see if EU approval goes smoothly or not. They are taking the path of least resistance. ******************** I'm not going to spend time digging up old arguments. At the height of the Portland/SF argument I listened to Milo pubically say just what I repeated to you. He did a great job of presenting it.