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

To: trouthead who wrote (3607)	12/29/1998 10:39:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

None of the newbies would say the things they do if they knew what has been discussed since the IPO on this thread. When I am interested in investing in a company, I read every post and all the links. Some of you know this because I've forced you to do it. It tells you far more than analysts. However, it is a lot of work. It is strongly recommended to do that with the ATHM thread. The questions you all are debating are old hat, boring, irrelevant, fully discounted. Meanwhile many developments are just passing us by. Way down along the Swanee River... You say, I think the NSCP purchse has more to do with accessing more eyeballs, ie marketing, than gaining subscribers for AOL Your argument has to do with what is known as goodwill or branding. In this case advertisers would go to AOL to buy space since they would believe there were many eyeballs there attracted through NSCP. This is specious. Does AOL sell space? AOL is a prepared site, but they are also an access to other sites. The other sites are responsible for their own advertising budgets. You are suggesting that AOL's prepared site can attract eyeballs enhanced by NSCP engineers and that the AOL site will be supported by direct advertising that they don't have now. No. It isn't that, it has to be that NetCenter generates so much revenue that it is worth it to AOL as an investment. But Netcenter and/or NSCP has an ROE lower than AOL's. Why not just invest in yourself? Buy your common. Well, NetCenter will attract eyeballs that wouldn't otherwise log onto AOL. Really? NetCenter has nothing. Yahoo is much better. YHOO was one of my picks for AOL. Tell me, do you think NetCenter is worthwhile? I rest my case. I can't find any reason for AOL to purchase NSCP except for the one thing NSCP had going for it, NETUX. AOL could take NETUX, dump WINXXX or NTY, and create a stable net oriented, low cost, low maintenance OS that competes directly with MSFT's consumer market. AOL could also do what the government is suing MSFT for allegedly doing, controlling the browser with the OS. Interesting that competition solves all those problems that government dumbbells with a political ax to grind, couldn't. The great cause celebre, protecting the people from the greed and evil of the capitalist pigs, has to await for another revolution. Vive la revoluccion. Tell me, what would that be worth? One helluva lot more than a bunch of cheapskate eyeballs. You are saying the blinking Java ads get you to buy stuff. That true? Within one year it will have been determined by research costing millions that the ads drive interest away. You know that. I know that. Only experts in E-commerce don't know that. They know what they need to know in order to fool themselves and fool another collection of fools that will end up buying the song and dance and thereby achieve the status of the greater fool. I will save the negatives of buying NSCP for another post. It ranks with the incredibly imbecile purchase of LOTS by IBM. It was done just to get Notes. Notes reminds me of DSL and other failures from government supported indolent companies. Notes. IBM says, "it's great". Of course, they said the same about OS2. That has to be the next conspiracy. MSFT's secret moves to prevent OS2 from taking over the world.

To: trouthead who wrote (3607)	12/30/1998 5:30:00 AM
From: andrew wu	Respond to of 29970

DSL is not dead, if telco' feel indeed threat. Right now they don't. # of people/household that could subscribe cable modem access are very very small, comparing to# of household that have phone lines. And cable companies themselves simply do not have enough $ to change such landscape, in a couple of years ahead. If you want higher speed Internet access than modem, I guess telco would be happy to offer you ISDN or Frame-relay, which, from telco point of view, are compliment to their T1, while full DSL speed directly competes w/ their still very profitable T1 business. -andrew