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


To: chirodoc who wrote (3305)12/3/1998 10:23:00 AM
From: David Harker  Respond to of 29970
 
Re: play this w/ ATHM alone, or diversify -

I agree, that is the $64,000 question. I'm only in ATHM, and am
considering some of the least-common denominators - companies
like Broadcom and C-Cube that make chips for cable modems
and set-top boxes (respectively), GIC (set-top boxes) etc...
They will grow no matter if AOL or ATHM sits at the other
end of the cable wire...

I'd like to stick to more "pure plays" in the cable-internet-speed
technology, so I'm not putting any money into T, TCI, TimeWarner,
etc.

We'll see what happens...