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

To: Ron Dior who wrote (6810)	3/25/1999 3:20:00 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 29970

Ron, you are absolutely right. the stocks I have made money in, like Doubleclick, AOL, Dell, I all bought when many said 'wow these are way too high'. I lost the opportunity to make a really massive profit on Dell because it was always 'too high' for me. Eventually I bought it when it was even higher, and needless to say, it has gone up several times since then (even taking into account the recent fall back). I feel Doubleclick is where Dell was 3 or 4 years ago. Again, I hesitated too long with Doubleclick, meant to buy 3 months ago when it was about 35 but didnt, but relatively speaking, I still feel I'm in earlier than I was with Dell. AT the moment, Advertising is one of the key driving forces of the Net. Everyone should have at least one 'DoubleClick' in their portfolio, and one thing I have learnt is that on the Net, first or biggest wins. And usually first means biggest. What else have Amazon and Yahoo got going for them other than they got in first and became the biggest. BTW, it amuses/saddens me when I see comments here and on other threads that people are waiting to buy after the split because , for example, its too expensive at $180, but they can afford it at $90 or $100. Its all relative :-) Joe

To: Ron Dior who wrote (6810)	3/25/1999 8:22:00 PM
From: David Harker	Respond to of 29970

>I just recently over the last two years, have seen many get burned >because of one dimensional thinking. ie. AOL, YHOO, EBAY, AMZN, >NSOL, etc.. Every one of those stocks was NEVER a bargain. >Only the ones with multi-dimensional thinking took advantage. There are no different "dimensions" to our thinking, we have a different price threshold for our definition of "low price" for this stock. I agree w/ your overall comment quoted above about these stocks never being a bargain. By the way, the act (or non-act) of not buying a stock which then goes up does not cause an investor to be "burned" - if so, then EVERY investor, ever, has been "burned", because out of all the stocks out there, in any given time period, it is impossible to always own the one that goes up the most in that time period. No one w/ a "bargain basement attitude" would have any interest in ATHM at all, at any price - since it has no earnings, and won't for a long time. This has been a fun discussion, but I'm going on vacation for a week, in a few hours, best of luck to you all...