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To: E. Davies who wrote (6948)3/27/1999 9:24:00 AM
From: Richie  Read Replies (2) | Respond to of 29970
 
ED,

Here is what Excite brings to the table.

<<What does Excite do for your company? First, it's bringing us
subscribers. We don't have a mass-marketing approach, and we
haven't had enough footprint yet to do a national, AOL
carpet-bombing kind of campaign. Excite [has more than] 20 million
[registered] users, and it's growing like a weed; it has [more than] 50
million [daily page views].

Now I [can] go into Excite's database and ask, "Who [are the Excite
users] in Redwood City?" We tell [those users], "We're here." If
they're already Excite [users], you know they can be [converted to]
broadband [users].

Because they're already interested in fast
Internet access. Right. So we think [having
access to Excite's database of users will
significantly cut] the time it takes us to add users.
It will probably cut two to three years off the
time it would have taken us to do our own
marketing and will save us hundreds of millions
of dollars in marketing acquisition costs.>>

Snipped from the 3 post article.

RichieH



To: E. Davies who wrote (6948)3/28/1999 3:04:00 AM
From: KW Wingman  Read Replies (1) | Respond to of 29970
 
>>"Ahhaha has been great entertainment for this thread lately and always a fascinating education in seeing what really is going on without the blinders most of us wear".>>

Eric, You are 100% right on about the entertainment value. <:}
The educational value is questionable. I agree with ahhaha at least half of the time but he has too many wrongs and they don't make one right.

>>Ahhaha is far too smart to think he can have the slightest effect on a stock this size and so are you.>>

??? I have no strong position on this. I do not agree with what you said but you may be correct. In the long term you may be correct and even that is debatable. This is the age of the internet. What is the effect of negative publicity on a stock?, can trashing a stock effect it long term prospects? These high growth companies need to maintain a high perceived future value to maintain and increase the value of their currency (stock). With enough negative propaganda, and if you talk down a company enough any you can lower the value of it's currency. Anybody can start that ball rolling IMO.

>>He's short/medium term bearish. Maybe now showing signs of still being long term bullish. But he has his eyes wide open. Shouldnt we?
Eric >>

Agree, we should keep our eyes open at all times. I was just asking Ahhaha to explain the inconsistency in his position (which he has not done). Why oh why, should a person be short term bearish at all -IF- ???????? -- (READ and understand THIS) IF ---- they believe that it is best to buy at the TOP and hold LONG TERM AND FORGET ABOUT IT. -- GIVEN: A current stock price of 150 and they believe the future stock price will reach $28,000 in a few years???

<<PS I'd say that Ahhaha started taking this stance the strongest after the XCIT merger. This merger still is a shock to me and a big
A "pump & dump"? Gimme a break, would you people just get off this manipulation theory? These kinds of posts are inane.
question mark in my mind whether it was genius or foolishness. It was a huge risk and it definitely changes the entire nature of the company. >>

Ahhaha may say the market knows nothing, most everyone else says the market knows everything. I am inclined to believe the latter. If so, this market not only likes but loves the XCIT merger with ATHM. This is evidenced by both stocks increasing in value every since day one when the merger was announced. ATHM should have dropped due to the premium paid to XCIT shareholders but it did not.

Personally, I think the merger is super great for both companies.

Regards,

Wingman