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

To: Melissa McAuliffe who wrote (1124)	1/12/1998 10:43:00 AM
From: Paul Weiss	Respond to of 29970

Melissa-- Like you, I perceive ATHM to be the future, and the near future at that. A no brainer? Again, like you, no brainers set off red flags, flares, and makes my fur bristle. That's why I bought only a small position. Risks? Security seems to be an issue. I don't know how serious this is, or what fixes may be plausable. Speed? No competition on the horizon. Copper wires ain't gonna get it... and cable having coax into the home is their BIG trump card. Profitable business plan? ATHM's plan looks good to me. At 1/2 of 1% of all potential homes passed, the profits gush in... at 5% (year 2002?) penetration folks will talk about how they bought ATHM at $3 (split adjusted). Paul

To: Melissa McAuliffe who wrote (1124)	1/12/1998 12:07:00 PM
From: Larry Brew	Read Replies (1) \| Respond to of 29970

Melissa, ATHM and NLV ATHM addresses fiber optic solutions, whereas I'm 90% sure NLV offers wired cable solutions. I've been told by a friend in the semi-support end, that the 1st boxes will work with conventional tv only and not be convertable to digital tv. I suspect this is NLV. ATHM with fiber solutions should address the digital tv solution. There should be a big need early on for the convention solution, then as digital tv market accelerates, ATHM should come to play. Larry