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

To: David Nelson who wrote (1221)	1/21/1998 12:59:00 PM
From: Frost Byte	Respond to of 29970

Merril Lynch urges caution on @HOME: Here's the message I found: messages.yahoo.com@m2.yahoo.com

To: David Nelson who wrote (1221)	1/21/1998 2:01:00 PM
From: Paul Weiss	Read Replies (1) \| Respond to of 29970

David-- I beg to disagree. AOL is not @Home's main competition... but @Home will prove to be AOL's main competitor. To use your phrase, "think about it". ATHM stock has been climbing the 'wall of worry' for quite some time, now. As a shareholder with a distant time horizon, I don't mind this noise. In fact, I see it as being healthy. One by one, the objections are proven to be non-concerns. A couple of weeks ago the (shorts) negative perspective was focused on the release of locked up shares hitting the market. This week, DSL. Next week, what, rate of churn? A scarcity of fiber optic cable? I have yet to see a compelling argument to sell, but I am willing to listen. Regards, Paul