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

To: Boplicity who wrote (3610)	12/30/1998 2:23:00 AM
From: ahhaha	Read Replies (2) \| Respond to of 29970

ATHM is not an OS mfger. Neither is AOL. They don't need to get into it and they most likely won't. I have been grasping for some reason to justify this purchase. AOL doesn't need programmers. You have to understand what AOL is. ISP function and content aggregation don't need intensive programming and many programmers, especially not 3000. I keep worrying about poor Keith Hankin. They'll hang him out to dry and he'll be thrown to the dogs. If you're 35 and disemployed as a programmer, you've had it. They all want young blood to suck. This purchase is inscrutable. It keeps smelling like AOL arrogance. A slap at MSFT from a company that is deep in hubris. You guys talk about Gates, why not say something about Case? This stock runup has gone to Case's head and has made him all blown up with illusions of power, so he thinks he can thwart a powerful and extremely established company like MSFT. This move reeks of pure egomaniac driven self-destruction. The trial has back fired for the gumshoes. They brought about this hocum buyout. Some sort of sneaky deal was cooked by Barfsdale and Case because the government is losing in total ignominy. If NSCP was going to lose, they thought it would be the end to NSCP, so they cut a deal. Why AOL was involved was the rancor that developed between MSFT and AOL during the last round of the trial. Case said, "they don't push ME around, I'll show Gates who can kick his ass". That arrogance is going to smash AOL. None of this justifies this purchase. I simply can't fathom it. Everyone else can, but they haven't thought it out. When you start laying out the board, you can't fit the pieces in. You'd think it was obvious, but what can AOL do with a browser software, a pile of employees, and some unclear projects? I said in another post that there is nothing in NetCenter. I get the blurb every few weeks and go through it looking for something, anything of interest. I always end up blowing it out of email generally disappointed. What I'm implying is that NSCP is one terrific short sale. It's a total bust that has been sent into the sky for imaginary reasons. MSFT and ATHM will become very close because of this fool move. Watch MSFT cut some whopper deals with ATHM and TCI. MSFT is now in the position to resume the lead by putting the bucks to make cable go, and AOL has given them a great motivation.

To: Boplicity who wrote (3610)	12/30/1998 9:04:00 AM
From: RocketMan	Respond to of 29970

Lets not forget the talent AOL gets from NSCP, more valuable then the technology in my mind. This talent plus there location out west gives AOL a new edge in it's quest for AOL everywhere. I agree, Greg, and there is another small company out west that might play as well, called Sun :-) Here is a blurb from Sun: "The deal represents a major commitment from the world's leading ISP to use the Java platform as a cornerstone of its next generation environment. The two companies will work together to ensure that all future releases of the AOL platform will be based entirely on Java technology." A Java-based AOL client, with Netscape's talent, could leapfrog the current browser state of the art. Also, with all those Sun servers out there, who knows, they might even make a niche into the NT market. OTOH, I don't know if AOL would be willing to release their server source, and Sun has had problems with Java open standards, so we will see. AOL has one very large road block to the above vision, bandwidth, ATHM has this in spades, bandwidth is the only reason I invest in ATHM. Same here.