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

To: Bob Zacks who wrote (23919)	7/25/2000 7:32:31 PM
From: matt gray	Respond to of 29970

< I thought Armstrong had vision > In defense of Armstrong: Face it T is a large disfunctional company trying to reinvent itself. They have unnecessary layers of mid level managers/administrators. Go to a T POP and you'll see people nursemaiding a switch that should probably be unmanned. I recently spoke with a fiber optic splice crew that installing a long haul route. I couldn't believe the wastefull processes they used to turn up facilities. They know very little about building outside plant facilities especially local loop since they've always relied on protected long distance services. They've been sheltered by legislation that prohibits the RBOCs from competing in long distance or they would have been eliminated long ago. Now they are taking over a large percentage of the countries local loop by way of buying CATV. They haven't demonstrated the ability to execute their CATV plan. They paid way too much for junk TCI facililities that needed to be completely wrecked out and rebuilt. No doubt this is burning wads of cash. Since they probably spend upgrade capital inefficiently its aggravating the problem. Its going to take time for them to learn the game and become lean and efficient. The advantage that they have is wads of cash, a ton of assets [eg. colocated facilities, Right of Way, fiber, switches] in house technical expertise, legal and regulatory knowledge, and some perceptive business plans that Armstrong helped to establish. Armstrong realized that without local loop they would die a slow death. They must make internet and on-net services work or else they are history. IMHO ATHM is suffering along with T.

To: Bob Zacks who wrote (23919)	7/25/2000 8:16:51 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

I can't believe I rode this down from almost 100. Didn't you hear what I said during Apr '98? Will this dog rise. Yes. Is it just that cable is out of fashion or is there a flaw in @Home's business model. There's a flaw in the company concept. What is ATHM? No one at ATHM knows. The business model is irrelevant if managers are constrained from managing and if management is weak and has little creative talent. Maybe just a name change to @Home Wireless would bring back investors. Investors follow concrete results. How could you believe otherwise? Last I checked ATHM is losing $6.00/shr. That doesn't sound like something in which someone should invest. AT&T let @home stock die to protect it's own stock price (short term). Where did you get that notion? Assume it's true. What could Att do to make the stock rise? They should have taken their medicine .I thought Armstrong had vision,that was a very , very expensive mistake on my part. I told you he was a fraud in many hundreds of posts over years, but you chose to go with image and the crowd rather than the truth. Remember all these people heralding him? I told you exactly how he was failing. It's all in the record. You're stuck. It's too cheap to sell so you might well hold. It will be dead money until they do what I have stated. The stock is under strong accumulation in spite of what price is doing, but that will only stabilize the price. To make the stock rise the company will have to do what I've stated over the last two years. If I was CEO, in 6 months the stock would be at 50. I have the ideas and the ability in spite of the obstacles to pull it off. So if I can do it, there exists someone else who can do it too. Bell can't. He's had it. He's the quintessence of socialist oriented groomers who filter out the designated ones for CEO candidacy. Getting a CEO is like playing musical chairs. That won't work. Last January I predicted he would be out by June. The power's failure to execute accordingly has sent the stock to a post IPO low. Bell must be eliminated and the longer the powers procrastinate about this critical move, the longer the stock will drift. This is intimately involved with the continued failure of Excide and all the other so called "content" disfunctionaries. In my @home they'd be out the door toot sweet. That would be worth about 15 stock points instantaneously. I've repeatedly stated what else is necessary in many past posts, so I don't need to review all of that. I predict there will come a day when suddenly many of top management will be summarily fired including Bell. When socialism fails the reaction to its Silicon Quiche is the most violent of all changes. Caring always creates the most hurting.