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

To: Stuart C Hall who wrote (3551)	12/24/1998 8:03:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

TCI just told me that I have to wait till February 99 to get my @Home installed. Boy, their business is really brisk.

To: Stuart C Hall who wrote (3551)	12/24/1998 8:41:00 PM
From: PoorRich	Respond to of 29970

Bandwidth banner day; other big movers: QWST,PSIX Along with ATHM, I also own QWST and PSIX, both stocks involved with bandwidth and additional services to net users.Both of these stocks experienced unexpected jumps in price and volume, much like ATHM. MSFT has recently invested 200 million into QWST. Also MSFT has a stake in RoadRunner with TWX, a direct competitor of ATHM. Interesting AT&T had a surge earlier this months because of rumored deal with TWX, which would have catapulted T to front of the bandwidth (via cable) movement nationwide with both TCOMA and TWX. Because ATHM is the proposed broadband ISP for T, an agreement between T-TCOMA-TWX would place ATHM at the center of a HUGE effort to bring bandwidth via cable modem. This Christmas e-commerce became lucrative; now the big companies want to exploit big pipes into the homes of consumers. I surmise a MSFT-QWST-PSIX-TWX and a T-TCOMA-TWX-ATHM connection. Although TWX made no major move today, I'm going to buy more TWX soon. PoorRich Sorry about my rambling, Merry Chistmas

To: Stuart C Hall who wrote (3551)	12/25/1998 4:46:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

Didn't quite understand what you were asking, but if you're asking me about TERN, I suggest you turn away. Take another look once it establishes a base at 10. It's hardware and has a long tough road. There's better ways to play like BRCM although like all Internets, it too is fully priced instantaneously. They've got steam so they can get substantially over-priced making those waiting for a pullback frustrated. The Internets are painting the tape which is providing a smoke screen so that the wise can distribute stocks in other industries at favorable prices. Time to be conservative and hang onto your cash. Don't be pulled into the market by Ullysses' price sirens, unless you have a strong conviction about a company and don't mind buying a top. Stay on your mast or get someone to tighten the binds.