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

To: ahhaha who wrote (2526)	7/17/1998 10:14:00 PM
From: Hiram Walker	Respond to of 29970

ahhaha, no I claim that both ATHM and HLIT will do well, they are tied to each other. ATHM's stock price may suffer a bit if there is distribution,and HLIT has a small float with high short interest so its stock price may do much better over the near term.I am not sure why you are spouting simplicites towards me,I have followed economics for better than three generations. But anyway,the point is the marginal supply will outweigh the demand over the near term in ATHM. Also since the ramp up of cable access has been very slow,and TCOMA has not upgraded at all,it will take some time for ATHM to ramp up. That time will be HLIT's time to shine,they will be the company doing the building of fiber optic infrastructure. I chose them because their management is excellent,their execution impeccable,and their vision outstanding. They are small and aggressive,and have a lead over all competitors,maybe that's why GIC's sales team is deserting them and going to HLIT. They have the head of worldwide sales,and North American sales working for HLIT now. Ahhaha, who said the internet is a sham,not me. You are putting words in my mouth that do not belong there. You are right in that people value stocks in relationship to their peers. I think that the railroad era also spawned the excesses of the 20's,which had to go through a correction. The future is bright, though the road may not be smooth,and the wheels may be little. It may take a long time to get there,and HLIT is supplying the power. Hiram

To: ahhaha who wrote (2526)	7/18/1998 7:03:00 AM
From: Hiram Walker	Read Replies (2) \| Respond to of 29970

ahhaha, even to a simple man like me this seems relevant. @Home's 10Q report dated May 15,1998 contains the following paragraph: "Dilution from Certain Transactions. The Company has entered into agreements with Cablevision, Rogers, Shaw and Century pursuant to which the Company has issues warrants to purchase a total of 20,546,936 shares of Series A Common Stock. Under these agreements, warrants to purchase 10,231,298 shares of Series A Common Stock at $0.50 per share and 350,000 shares at $10.50 per share were exercisable as of March 31, 1998. To the extent that Cablevision, Rogers, Shaw or Century become eligible to and exercise their warrants, the Company's stockholders would experience substantial dilution. The Company also may issue additional stock, or warrants to purchase the same, at less than fair market value in connection with its efforts to expand its distribution of the @Home service to other cable operators." Malone is expanding the market for ATHM,by selling ATHM stock for pennies to cable companies. Now for someone who can't think like me,and does only simple algebraic math,this seems fairly important to the stock price,though not important to the company. ATHM may get 30% of the revs,as opposed to 25% by RoadRunner,but they sell their shares back at a fraction of the cost. When those shares hit the market the stock will fall. High on ATHM technology,disgusted with Malone thinking everyone is a fool. Hiram

To: ahhaha who wrote (2526)	7/19/1998 12:05:00 AM
From: dpk	Read Replies (1) \| Respond to of 29970

Hi, I have been a lurker on this site for several months and have appreciated the valuable insights many of you have provided. I have thus far used a discount broker to buy/sell shares in tech companies, which have been my primary focus. However, I felt handicapped by the limited access to research the discount broker provides. I am now looking to open brokerage accounts with full service brokers to get institutional-quality research. But, as many of you may know, the quality of research varies from broker to broker, and from analyst to analyst. I would really appreciate any input/insight from any of you who have experience with full-service brokers or analysts as to the ones that provide the best coverage for the following types of stocks: networking (e.g. CSCO); semiconductors (e.g. INTC, TXN, AMAT); wireless equipment (e.g. QCOM, LU); PCs and servers (e.g. CPQ, DELL), internet-related (e.g. ATHM, BCST). I am posting this message on all the relevant stock boards, so I apologize if any of you encounter this same post on the other boards. Thanks in advance. DPK