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

To: GraceZ who wrote (28600)	7/9/2001 1:36:53 AM
From: Larry S.	Read Replies (1) \| Respond to of 29970

This has the potential to be HUGE for ATHM. Reading from AWE (ATT Wireless) investor relations release: "Also subject to shareowner approval, AT&T will create a new class of stock that is designed to track the performance of its Broadband unit and AT&T’s interest in Excite@Home. Depending on market conditions, AT&T plans to offer a portion of the Broadband tracking stock to the public before the end of the year. The Broadband business is the country’s leading provider of broadband services, including multi-channel video, pay-TV, high-speed Internet access, and communications" if we concur that ATHM's management has been "less than stellar" and T has been so pre-occuppied with its own crises, then ownership of the whole shebang by a well managed company, ala Comcast, could definitely unleash the value of both the broadband and cable modem businesses. monday should be interesting. larry

To: GraceZ who wrote (28600)	7/9/2001 10:55:06 AM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 29970

Didn't T pay 90 billion for TCI and MediaOne? So CMCSK is offerring to pay half of what T paid, in stock and assumption of debt? Second question: Won't this deal attract anti-trust lawyers? Doc Stone

To: GraceZ who wrote (28600)	7/9/2001 1:50:35 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

I can't decide if it's good or bad for @Home. I think Comcast has a better handle on rolling out broadband than T does, but it's just one more distraction to have yet another merger with the attendant management changes and additional debt. The one positive is that it gives @Home a bigger customer to keep....or lose. The one question on my mind is if Comcast merges with AT&T Broadband will it adopt the agreement that @Home now has with T or will it adopt the agreement that Comcast has with @Home? Presumably the interest T has in @Home would go with the AT&T Broadband unit. It's in both T's and Comcast's interest to provide ISP services to AOL, etc. but the question that has never been answered is will that include @Home in some capacity or not?