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

To: ahhaha who wrote (5456)	2/17/1999 1:25:00 AM
From: marcher	Respond to of 29970

ahhaha, nice to have you back. Your voice has been missed. I don't have a position in athm, yet. Looking for an entry point...not in any rush. best of luck --Marc

To: ahhaha who wrote (5456)	2/17/1999 1:27:00 AM
From: E. Davies	Respond to of 29970

Ahhaha, I thought you were better than childish sarcasm. Eric

To: ahhaha who wrote (5456)	2/17/1999 1:31:00 AM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

Bell South just announced to team up with 3COM to offer ADSL. My feeling is that a pie is divided by @Home and the rest of the RBOCs. @Home takes at least 50% of the broadband pie. RBOCs take the remaining 50%. However, there are several RBOCs, Bell Atlantic, Bell South, SBC, US West and etc. They are all fighting the non-cable portion. But none of them can touch the cable portion. These RBOCs will compete with each other and exhaust their energy and resources. But @Home is a much better position due to its near monopoly stance. While RBOCs fight with each other for a smaller pie, and exhaust themselves, @Home will grow steadily to success. The only way for RBOCs to beat T/ATHM is to partner among themselves and partner with a stronger content provider like AOL. But I don't see that is happening. So far AOL only established a partnership with Bell Atlantic. On the ADSL front, it's a mess with no strength. Tonight King country just approved the transfer of licence to T. A great news for T and ATHM. The fundamental keeps looking better. All others are noise, such as the DELL scare.

To: ahhaha who wrote (5456)	2/17/1999 2:44:00 AM
From: David Harker	Respond to of 29970

Sounds like your reply to Dave Horne was meant for me, I posted M. Dell's quote about ATHM a while ago. Different last names. That's ok, fire away, what do you care. Sure, ATHM may suffer in the very short term as the tech sector may 'tank' on the "dell setback" or the "dell disaster", whatever term you like... but who cares, if a long term holder? Regarding my earlier posting of Dell's comment on ATHM - the analysts are the lemmings, and for them to hear M. Dell praise ATHM gets more positive press for ATHM, that's all. No, that doesn't help ATHM a bit in the long term, only their performance as a company will determine that. M. Dell can, and has been, wrong. The stock does well in the long term in spite of that - the company is well managed vs. their competition. Seems to me you wrote: "Holding DELL indefinitely is a good idea." in post: exchange2000.com but then you remembered that and were just playing one of your little games, weren't you? :-)