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

To: Jim Caputo who wrote (670)	11/20/1997 12:22:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

Jim, my superficial comments about WAVO are not actually of much value. You have to read all of their news releases since coming public in order to develop any conviction one way or another. It is possible for them to evolve into a dynamic niche market. It will take time and the threat is that other technologies will supersede their efforts. I can't see it now, but that doesn't mean it couldn't happen. No pure play in Road Runner. You have to buy all the Warner baggage too. I am constantly reminded about the tremendous value of the Warner library. Ho-hum. No, wouldn't ride both--- splits your interest. I'm also not a believer in diversification. I buy what gets me interested and sell past interests that don't develop. In this era seems my portfolio is over-weighted in technology. Academics say that is poor management. They seek gains of 1% above the perfect interest rate over one century---admittedly a difficult task. But in this I have to agree with J.M. Keynes (in the long run, we are all dead).