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

To: Bob Zacks who wrote (1413)	2/22/1998 5:16:00 PM
From: Larry S.	Read Replies (2) \| Respond to of 29970

article on bloomberg about possible T and ATHM tie up: could be major. (sorry have to post whole url): bloomberg.com larry

To: Bob Zacks who wrote (1413)	2/23/1998 1:35:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

A collection of misleading assertions and wild speculations. I have no idea what a tracethrough is. Just gibberish. As far as AOL and @Home are concerned, didn't CPQ, MSFT, and INTC declare DSL the winner or was that the press? So why would AOL be interested in something with the loser? What is something? They can't take an equity position. The only thing they can do is make AOL format optimized for cable. They don't need any special arrangement with ATHM to do that. AOL is a content configuration provider. ATHM is a delivery system. AOL has been an ISP, but they need to phase out that business and concentrate on their configurations of content presentation on anyone else's ISP. I see their role as a gateway. What is bullish is the other ISP will inevitably be ATHM. That means a quick ramp-up of a potential 11 million customers, but the infrastructure still will take time to get in place in. AOL can lease their subscriber base on an amortize-to-sale basis and use the cash flow to upgrade to high speed e-commerce facility.