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

To: Frank A. Coluccio who wrote (5469)	2/17/1999 12:52:00 PM
From: Jay Lowe	Respond to of 29970

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To: Frank A. Coluccio who wrote (5469)	2/17/1999 1:40:00 PM
From: Jay Lowe	Read Replies (3) \| Respond to of 29970

Frank, What did you mean by "Man, do I smell a future divestiture, or some form of structurual separations ruling, in the works here... " ? I've been balancing two scenarios ... T keeps ATHM .vs. T sheds ATHM ... piling up the issues on either side of the seesaw. Teeter-totter. Getting ATHM at arm(strong)'s length has a certain righteousness, although it is a very unobvious move. T could set up arm's length deal with ATHM, a deal which other trafficers would not necessarily be able to match in fact, a deal which gives T what they really need without the pain ... and voila! ... a lot of potential flak goes away. Does T really need to own the cable? Maybe not, eh? What happens if they don't? I keep thinking about those buildout dollars ... Armstrong's bag of gold ... he hasn't leveraged that very much. I don't understand the game well enough to know if there is a lesser traveled path available to T here.