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

To: KW Wingman who wrote (6771)	3/25/1999 7:58:00 AM
From: E. Davies	Read Replies (2) \| Respond to of 29970

You are the only pundit I have read who has said anything negative about the deal with respect to ATHM. That was exactly one of his points. What happens if some other "pundit" comes to the same conclusion? Then his "gap down 20" wouldnt be unreasonable at all. ATHM depends on its close ties with the people who own the wires. What we need to be talking about is what exactly does ATHM provide that the individual cable co's cant do for themselves? Is the service @home provides to the cable companies worth the price they charge them or can the cables do better going it alone? Personally I feel that @home does provide a service that is not easily duplicated with the depth of their technical resources and content (including Excite-like it or not). Plus they've got that "buzz". But if all people truely want (right now its all they think they want) is a fatter pipe to the same old net I could imagine the whole thing splintering apart, especially if it is true that the exclusivity contracts have been voided by the purchase of TCI. Somehow I doubt T would have left that loophole unplugged. Eric

To: KW Wingman who wrote (6771)	3/25/1999 12:07:00 PM
From: ahhaha	Respond to of 29970

You conveniently left off the last part of the sentence which read, "if they want the big dough". If they don't sell, they don't get the dough, so they would be in no better position to invest in either. So how can you assert your sentence: "I don't expect Comcast to sell for 86 cents, so, they will have an investment in both RR and ATHM." It is a petitio principii error in logic. The Comcast was daring and the move was like Pearl Harbor. The principals are still trying to figure out what to do next. Comcast itself is waiting for the other shoe to drop.