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


To: Jing Qian who wrote (6506)3/22/1999 9:31:00 PM
From: VIXandMore  Read Replies (1) | Respond to of 29970
 
in these spaces, the concept of a LT hold can be a little fuzzy -- 3 months in a net stock can be an eternity.

I can see EBAY's position being eroded rather quickly and YHOO falling from it's perch if other acquisition strategies leave it out in the cold. Any reason why this can't happen in 3 months?

FWIW, I feel more comfortable about ATHM because it's current competition (RR and the xDSL flavors AOL/RBOCs) seem to be moving slowly and not executing any strategic challenge -- and I think new competitors are likely to be fewer and farther between than EBAY and YHOO.

Long ATHM, short EBAY and watching YHOO closely...

(pssst, ATHM, consider at bid for BCST...)