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

To: Jim Caputo who wrote (666)	11/20/1997 11:04:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

No opinion on Comcast. WAVO---wave good-bye to the blankety blank vertical blanking rate---thinks they are going to sell some media by piggy backing on the unused scan lines between 525 and 600 on your tv screen. MSFT likes the idea, but they're getting desperate (it's so simple, MSFT just needs to put Windows inside Explorer and cease development on Windows). The problem for WAVO is who is going to buy the airtime at rates substantially higher than even dial-up. They have to cut a deal with PBS and PBS with their bleeding hearts all awash in tears will scalp you. They have a lot of doing good to do and by God the capitalist pigs are going to pay for it. Further, WAVO can actually reach speeds of 256 kbps, which they call "the leading edge", all dependent on that reliable transfer medium, satellite. You might as well get DSL. Reuters gets digital feed from them at discount prices. Can WAVO ever bring anything to the bottom line? The cable revolution is going to blow all these pretenders out of existence. UMG and TWX are competitors because they have the resources available to come up to speed. There is no reason why cable operators are locked into ATHM. If ATHM can't deliver because they're bogged down, I assure you the operators will make Road Runner scream. In fact, you want the competition because otherwise Government will have to regulate the ATHM monopoly (read induce structural inefficiency). We all hate ompetition because the perception is that it makes us work harder for less. Actually, it makes us work better for more. Nonetheless we all hate it, especially Wall Street, the Government, and the Universities (who proved log ago that anti-competitive socialism is superior to greed-driven capitalism). Don't worry, you're local carrier will be dragged kicking and screaming to supplying the cable modem, even if they have to buy the feed from someone else. They'll resist because they don't trust outsiders and they know there's no money in it. Clever guys, makes you wonder how they survive. ATHM chart seems to indicate that 18 is where the best estimate currently lies for intrinsic value. But if you're on the sidelines, you have to be betting that it will go to 10. If it will only go down to 18, you'll never get aboard. If it goes to 10, you'll never get aboard, because it will look so bad. If it started up on big volume would you buy at 24? These number games are useless. You should be glad that you can't accurately assess the value. When that can be done, 500 analysts are following the company which makes the price action well correlated to the Generals, the company is fully priced, the growth has slowed, the chart looks like AOL, and you should be looking to sell. In order to make money, you have to take risk, and that means it has to be uncomfortable. When you're comfortable, you gotta sell. Read yourself and succeed in investments.