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

To: gpowell who wrote (26508)	11/27/2000 5:37:18 PM
From: ld5030	Read Replies (3) \| Respond to of 29970

Do you see any threat of this company going bankrupt? They do not seem to be throttling back on their growth strategy to try to make a profit, i.e. no layoffs or other cost cutting measures. I would assume this would be their first move if they were in any trouble. Also, should we be worried at all that T is suspending shipment of broadband support equipment?

To: gpowell who wrote (26508)	11/28/2000 12:28:50 PM
From: Solid	Respond to of 29970

g, I have gotten to know you over the last two years. You are steady, even tempered and even handed. You base your projections and comments upon facts. You invest yourself into researching, quite thoroughly, or you preface your remarks or withhold your commentary. This does not mean I want to head your fan club.<g> It does mean that when you state, 'As for the partnership with Cox and Comcast, my guess is they stick with @Home.' I value that with much more weight then most of the bias reporting, emotional conjecture and rumoring I have been reading. As for C and CC, I understand the warrants, if exercised, do not have to effect the contract with ATHM . They may represent a shareholder value to hard to pass on even if the business relationship with T gets a black eye. It will be interesting to see how they play it. Should they jumped their contract ATHM still has a huge footprint with T, other smaller MSO's and the Chello deal. In time, once subs accrue and revenues precipitate to the bottom line in the form of real earnings and dare I say, profit, I have little doubt the stock will run up from these valuations. It will certainly be a boost if C and CC remain in the fold. The reason I will find optimism should they stay is that it will attest to the validity of what ATHM is and does- that they are a real value added for the MSO's- as originally envisioned and intended. Time will very soon tell... For that, I thank you. I wish you had more time to write one of your narrative Moby Dick posts, the moral of our thread could use the camaraderie and humor. Though, after such amazing loss of value for the entire sector and for ATHM specifically, its current value no longer troubles me. It will rise when it rises. I can wait as I am not on margin and am comfortable with my position and with my life. It ain't all perfect, but my attitude empowers me to see it in a positive light and as the commercial says, that is priceless! For a while me and the edge kept crossing each others path. Once again, education and experience are the net. Thanks g! ps- As for C and CC, even if they jumped their contract ATHM still has a huge footprint with T, other smaller MSO's and the Chello deal. In time, once subs accrue and revenues precipitate to the bottom line in the form of real earnings and dare I say, profit, I have little doubt the stock will run very much up from these valuations. It will certainly be a boost if C and CC remain in the fold. The reason I will be very happy is that it will attest to the validity of what ATHM is and does- that they are a real value added for the MSO's- as originally envisioned and intended. Time will very soon tell... Solid