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

To: ahhaha who wrote (4902)	1/30/1999 1:29:00 PM
From: George T. Santamaria	Read Replies (1) \| Respond to of 29970

You seem to favor the very high tech issues. I do too, however, there is money to be made in the infrastructure buildup for cable internet service. In fact, I'll submit that the total amount of money to be made on companies which you label as "pseudotechnology" and "non value-added" businesses will eclipse the money made by ATHM, which is absolutely non-essential for my internet surfing and probably non-essential for yours, too. Any carrier can provide that part of the ATHM service that we use. As far as I'm concerned, the rest is fluff that consumers will dispense with when they become more knowledgeable. I've favored these infrastructure issues because the fundamentals are reasonable. These companies make money now and will continue to do so for some time in the future. What percentage of your cable internet bill goes to ATHM and what percentage goes to the amortization of investments made with the likes of SFA and ICFI? The former percentage is revenues paid directly to ATHM while a substantial multiple (3x?, 5x?) of the latter percentage is revenues to the likes of SFA and IFCI. This is money the cable Co. must spend before anyone can surf on ATHM.