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

To: RocketMan who wrote (6497)	3/22/1999 8:59:00 PM
From: freeus	Read Replies (3) \| Respond to of 29970

Well we got a reiterated buy rating so it should not gap down as the post before said. Is this a long term hold, like years and years? Someone please tell me, I cant make up my mind!!!!!! Freeus

To: RocketMan who wrote (6497)	3/22/1999 9:38:00 PM
From: ahhaha	Respond to of 29970

CS FB has been absolutely terrible in their judgements about many stocks. ATHM doesn't have the infrastructure that RR needs. Most on this thread know that. ATHM doesn't have the infrastructure that ATHM needs. To make this claim assumes that ATT was willing or able to contribute to Comcast's build-out. Neither was true. It was critical for Comcast to bust away from the cable partner group because they were in a position to get encroachment from say, TCI. The cable tv gerrymandering has no effect on the cable broadband world, so no one is protected. That underlines another concern: how about the other partners? ATT had better start going out and doing some fast footwork damage control to prevent their grip from slipping, because ATHM is not sitting pretty right now. "Road Runner has cable access rights to 17 million homes to expand At Home's geographic footprint." This sounds good, but think about it. What is ATHM's geographical footprint? Let's say they just mean ATHM will get more subscribers. If TWX wasn't willing to merge before, what is changed so that they will now? If anything, the Comcast deal makes such a merger less likely. "said At Home and Road Runner, a partnership between Time Warner Inc. TWX and MediaOne, should be one step closer to reaching a commercial agreement since Time Warner already has a cable telephony joint venture with AT&T Corp." As I've stated many times before there is no connection between ATT's telephony deal with TWX and RR. It was firewalled to be so in order that the FCC wouldn't interfere with the T-TCI merger. CS FB is stating that is desirable to invite the FCC back in. Quite the contrary. In order for Comcast to pull this one off, they have to distance themselves from ATHM and that is tantamount to TWX following suit with which TWX has no problem. Why would TWX give up an ocean of money to get less? Comcast could lose $400 million to sell. That's nothing. They're going to scotch an $80 billion deal that will be worth $800 billion over $400 million? That sounds like public greed bound thinking. CS FB sounds like they are penny wise, pound foolish. The pound is yours and they are throwing it and your penny into the market.