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

To: E. Davies who wrote (4969)	1/31/1999 9:57:00 PM
From: Hiram Walker	Read Replies (3) \| Respond to of 29970

E Davis, is a stock trading at 300 times sales a trading stock,or is the one with the similar chart pattern trading at 2.9 times sales a trading stock. I understand the potential of ATHM,with the backing of T and Armstrong. But I would think ATHM is a trading stock to me,one small slip and poof it could be down 50 points. Who said HLIT is just a hardware stock? They have digital products,software,channel reusability software,etc.. So software is a commodity too? So in other words,Dell,MSFT,CPQ are nothing but junk? And a 300 times sales company who is going to spend 2 billion dollars to get somewhere is a bargain? ATHM will be the future,but the price may still be the same as today,if the Fed stops pumping money out like its oil from the Arabs. If the bottom drops out of this market this year,I would speculate that ATHM will drop a lot further than HLIT. Remember all this rally from 50 to 120 was after the Fed decided to increase the bubble on October. They did not do this with the US in mind,they changed policy completely to become the world's caretaker. That is not their job,plain and simple. I still contend that Greenspan is a fool,and this bubble is gonna blow him all the way to Fiji. And the 2 year chart is caused by TCOMA delaying purchasing any equipment. That has been corrected by Armstrong. I still don't understand what the hell your point is. HLIT is going to catch up to ATHM's chart,or ATHM is going to drop down to HLIT? Tony Ley has said in his last 2 conference calls,that as ATHM goes,so goes HLIT. Remember where you got your start,Fremont and Hartford,and who built those systems,and a majority of the current build outs,HLIT. HLIT is gonna kick some cable ass. Hiram