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

To: oxman6 who wrote (24934)	8/24/2000 8:08:27 PM
From: E. Davies	Respond to of 29970

What prevents this from happenning? EXCITE ATHM and AOL had talks well before the purchase of Excite. They could never come to terms. AOL wanted ATHM to be a "dumb pipe" and @home wanted to be a "partner"- sharing in ad and e-commerce revenues. They were not willing to give up their brand before the game even started. Even then ATHM had "content" -it was just a lot weaker than Excite. In the final analysis AOL will get what they wanted- they will pay ATHM and the MSO's a fee for accessing the customer. In the meantime however @home has signed up 2 million customers and will (if all goes right) have 10 million before AOL gets access. This is one big reason why it is so vital to sign up as many customers as possible now. I find it fitting that @home will also get access to AOL/TWX cable customers. Eric