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


To: KailuaBoy who wrote (23662)7/19/2000 4:29:06 PM
From: ahhaha  Read Replies (1) | Respond to of 29970
 
That's what the document says, but if you listened to Bell the other day, the mission has hit a fork. Bell qualifies the mission now in the same way that Jermo did. What shape has this qualification?

The company offers narrow band, DSl, wireless, whatever works. Sounds good, but the first initiative has already been exposed as a cost generating failure. The others will follow suit. So where is the mission except that the missionaries speak with forked tongue.

But the chief doesn't stop there. He goes on to emphasize the content aspect of the business. By content I guess he means the bells and whistles Home2000 is adding which tickle Grace. Those aren't elements of content. They're elements of functionality. On the other hand Blue Mountain has added Santa Claus cards...

The above ambiguity comes because the company is groping for a definition, a direction they can go that might end up profitable. Some vision, some mission. They lose whatever progress maybe starting to hatch in content by needing to divert resources to foreign exploits. Not true because there is actually two companies, a media company and a distribution company which could handle these two factors independently. Hmmm, now there's a closing of the fork. Let's formally split the company into separate entities with their own stocks. Solves all problems. Why, it's positively Solomonistic.



To: KailuaBoy who wrote (23662)7/19/2000 4:34:08 PM
From: gpowell  Read Replies (1) | Respond to of 29970
 
A company defines itself, whether they know it or not, by who its customers are and what need is satisfied.

So who are ATHM’s customers and what need is satisfied?