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

To: Roger Bass who wrote (1401)	2/20/1998 4:04:00 PM
From: Paul Weiss	Read Replies (2) \| Respond to of 29970

Roger-- I noticed your use of the word 'scalable'. Is this something that deserves emphasis? Somewhere along the way I mentally noted ATHM's scalability, but it didn't register as being particularly important. So... could it be that I don't quite see the value of this? (Scalable means ease of expanding a system, yes?) Regards, PW Also... you make a good point abount euphoria. Normally I'm a fairly cautious investor: dividends, low PSI, and such. There are two stocks in my portfolio (ATHM and AFFX) that are exceptions. And both, I am guilty of gettin' carried away with the possibilities.

To: Roger Bass who wrote (1401)	2/24/1998 11:31:00 AM
From: Rick	Respond to of 29970

Agree that their ownership of the network is the basis of their competitive advantage..but there is a lot more to it... ...co-marketing of the new service via the the TCI owned cable channels & the cable bill people receive every month & the local content that is being developed for each city (news & events etc...) Thus - it all synergizes... Revenues from all the advertising on all the local @HOME content as it were... This will be a cool stock to watch for the long haul... My prediction is explosive...