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

To: TWICK who wrote (1021)	1/1/1998 5:34:00 PM
From: Bob Zacks	Respond to of 29970

Whether or not @Home is overpriced lies in the future.We are all just gambling on that future. Some things to note. 1)The float is small now so the institutions won't get their feet wet until mid January . 2) The cable co can then sell some shares in mid january. I believe @home may be a darling that many money managers will want to say they were in 3) Both AT&T 's announcement , ATHM's Earnings and the 4th quarter will all happen mid january. It's a good guess all the players will dance to this event like a Vennia Waltz. Until then we will have to live with the "wait and see" uncertainty.

To: TWICK who wrote (1021)	1/1/1998 9:19:00 PM
From: Paul Weiss	Respond to of 29970

My best guess is that ATHM is priced appropriately. I have no desire to sell my position and I'm not inclined to mortgage the house and dump it all into ATHM. Regarding the charts: Reading charts is more like an artistic skill than a science. Of course, taking a couple of 'chart appreciation' classes won't hurt. That said, ATHM doesn't have enough history yet for me to have much confidence in my take on reading the chart. So without much conviction: short term... some pressure on stock price (mid Jan. lock-up period?) MAY reduce cost of shares by about $2. Longer term... it looks like one of those ancient catapaults being wound down tighter. TC2000 uses a propietary indicator called BOP (Balance Of Power) for long term analysis. And ATHM's BOP is very positive. Regards, Paul

To: TWICK who wrote (1021)	1/1/1998 9:36:00 PM
From: Sowbug	Read Replies (1) \| Respond to of 29970

Don't spend a heck of a lot of time trying to apply The Motley Fool's methodologies to Internet companies. The Gardners' claim to fame is identifying small- or micro-cap stocks that aren't receiving much attention from the mass investment contingent and catching the big rise when big houses start paying attention to them. ATHM may well turn into a Dell or YHOO in terms of stock performance, but the Fool Ratio isn't going to tell you that, because a closely watched company like ATHM doesn't fall into the same category as the Fool's specialties. But their advice on never shorting "open" situations like ATHM, AOL, or most other tech stocks is entirely valid. You could get hosed badly with tech surprises (e.g., RMBS, SYQT).