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

To: Jing Qian who wrote (5163)	2/7/1999 10:09:00 PM
From: ftth	Read Replies (1) \| Respond to of 29970

Jing, first let me say that your posts are truly the most entertaining of any of the newbies. re: << The reason we are not discussing technical/business issues is we have discussed them for months and months and got a little tired of it.>> Thats funny, considering it wasn't even a month ago that it was announced. There was no discussion of technical/business issues--just a lot of hype and rah rah. The XCIT deal raises some serious core competency issues and I for one would welcome Craig's views since he is far more familiar with XCIT than anyone here. There was discussion of the "price" paid (and I use the term loosely considering it was paid for with Monopoly money), but no real attempt to, for example, forecast the number of millions of subscriber-months (beyond the growth that would have happened without the deal) necessary for the purchase to actually show a cash flow RETURN on investment. No questions like "was this management's silent admission that @MEDIA was an absolute failure and they didn't have a clue how to turn it into a category leader, so they punted and bought the capability? Nevermind. I forgot, new paradigm. None of that matters. The price-to-press release ratio is all that matters. dh