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

To: ahhaha who wrote (2448)	7/12/1998 6:54:00 PM
From: Rick Oehlerking	Read Replies (1) \| Respond to of 29970

Hello all, Has anyone heard anything about a possible split announcement, Wednesday, along with earnings?

To: ahhaha who wrote (2448)	7/12/1998 9:34:00 PM
From: Hiram Walker	Respond to of 29970

ahhaha, how much competition is two bloated,aging fighters with detached retina's, to Oscar DeLehoya.This is like Roberto Duran coming out of retirement.Duran at one time had it,but now he is old and slow,and can't think fast on his feet. This is a union of old,broken down,retired fighters sitting on a porch,sipping a Mint Julip, thinking of what it could be like to be on top again. These guys are lucky is they can run around the block,never mind run a telecom marathon. The T/TCOMA union is not to develop anything,its more to stay breathing,and not go one life support. Their knees are gone,they have no teeth,and they don't want to work at the 7-11 Hiram

To: ahhaha who wrote (2448)	7/13/1998 9:19:00 AM
From: Terrapin	Read Replies (1) \| Respond to of 29970

Hello ahhaha, I appreciate the depth of this discussion but you can imagine my surprise at being called both naive and paranoid in back-to-back sentences. I'll disregard the claim of paranoia (you're obviously out to get me! <g>) regarding collusion in the oil industry and manipulations by OTC MMs (good book = Stewart's "Den of Thieves"). I suggest we just agree to disagree. As far as my naivete regarding a favorable review of the merger between T and TCOMA - my statement was based on this article: cbs.marketwatch.com Members of congress stated that an initial look at the merger did not bring up any problems. I followed up my statement by saying that the RBOCs would do everything possible to prevent this and that the result would be a delay of implementation. This sounds pretty reasonable to me. Yes, congress will likely get involved (RBOCs don't pay lobbyists for nothing) and TCOMA will likely have to divest some assets but my opinion and the initial reaction indicates to me that the merger will proceed. As to whether it creates competition I will hedge and say not immediately. The hardware is not yet in place but when it is the consumer will have a choice of LD and local service providers; a choice of internet providers and every other form of communications. Of course the only new choice in most markets is for local service. After these services are in place I expect the restrictive regulations against the RBOCs to be removed allowing them into areas from which they have been banned. Was that the right thing to do; how should I know. Would service be better or worse had gov't stayed on the sidelines; how should I know. If AT&T had not been broken up would we have an internet, cellular, PCS, etc., how should I know. I do know that a completely unregulated, Ayn Rand-ish type of free market capitalism scares me as much as the Soviet system. I am happy somewhere in between (closer to free-markets). As for MSFT, well I am sure there are threads dedicated to this one. There is ample evidence that they target a particular software product, duplicate it, incorporate it into the operating system, and since there is no other realistic choice in operating systems, force it into all computers (a power developers don't have). Now actually I don't have a problem with this since they are simply packaging a product with an established one and gaining market share. The problem is that they will take a standard format, change it so that it will run differently on their product and thus throw that garbage can through their competitor's window. Sun's JAVA is an excellent example. The new media player is another. The entire Netscape saga is possibly the best example. Their are other people who perhaps have first-hand experience with this who might want to chime in. Well, I've spent too much time on this and it is decidedly off-topic. A thread dedicated to debates on political economy wouldn't be a bad idea. Hope we can continue with less name-calling. Good investing, John