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

To: ahhaha who wrote (24883)	8/23/2000 4:28:27 PM
From: Michaelth1	Read Replies (3) \| Respond to of 29970

Thanks for catering your posts to the airheads of the world. Finally I know to whom your posts are directed and why your posts rarely make sense, except in theory. Your history of the Excite merger is interesting, but don't blame me for it. I've always been, and remain, an advocate of @Home basically being a dumb pipe. @Home should have simply aligned itself with multiple portals via joint ventures and never entered the content business. competition- the effort of two or more parties acting independently to secure the business of a third party by offering the most favorable terms. Merriam Webster's Collegiate Dictionary, Tenth Edition. the Business - Providing fee-based Internet access to the home and the related functions (e.g., e-commerce). the Third Parties - Those wanting to surf the Internet and who are willing to pay for it. AOL's terms are: easy to install narrowband service for $20 per month that gives you access (including the hugely popular instant messaging) to 25 million users, Internet access and a access to variety of (crappy) propriety services. @Home's terms are: appointment needed to install always-on broadband service for $40 per month (which eliminates the need for an additional phone line). Therefore, AOL/@Home are each acting independently to secure the Business of the Third Parties, each by providing terms that they feel are most favorable. You can play games with the definitions if you like and make the Business "broadband access to the Internet" or something similarly narrow, but that's not reality. Reality is there's a finite amount of people accessing the Internet and they'll pay for either broadband or narrowband, but rarely both. AOL isn't going to simply give those paying subs to @Home; AOL will market the crap out of them (including giving away free months) to try to brainwash them and keep them from migrating. Please point out where this doesn't fit the definition of competition, and please don't say something akin to "obviously this isn't competition you [insert childish name], only you can't see why" As far as me finding a job in corporate America, I'm doing just fine. Unfortunately, however, there's a job for you only in academia where theory rules and reality is a faraway place that most have never visited, let alone lived. Wall St., conversely, is the opposite of your environment which is why theorists like you usually get burned in the Market and fed to the wolves. Your personal assults are humerous, a sure sign of someone who has whiffed on his predictions regarding his pet company and most likely lost a boatload (unless you are truly working in theory and don't even put your money where your mouth is). I've gone on record: bought at 14 1/4 and immediately wrote calls for Jan 01 17 1/2 for $2+. What about you?

To: ahhaha who wrote (24883)	8/23/2000 7:05:56 PM
From: gks_n_ca	Read Replies (3) \| Respond to of 29970

This is false. Of course they compete. AOL subscribers to internet connectivity leave and become ATHM subscribers to gain internet connectivity. ATHM is a superior product but it's offering the same basic service; connectivity to the internet. Now, what most who disagree with the Excite purchase refuse to acknowledge is that connectivity will become a commodity. Content will drive subscribers to one provider vs. another provider. If your PC, TV, Handheld, Cellphone, etc., all receive the same personalized content, you will choose that provider. That is the strength of Excite. And as far as you condensending attitude ahhaha, you have got to be one of least revelent posters on this board because of your inability to discuss revelent points without resulting to insults.