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

To: ahhaha who wrote (7048)	3/28/1999 4:45:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

I love it when you say things I can follow... It is a very valid hypothesis that we have just started the topping process for a longer term bear market. Rising interest rates are a signal to me to beware. The huge runup in the major indexes since last summer also feels to me like a topping pattern, though I dont know if that applies to major market shifts or not, since I have never seen a major top. One thing that appears to me is that for now there is still money pouring into the market and it wants to go somewhere. Where it is going now is to stocks that cannot be "valued" so cant be "overvalued". When the re-assesment happens I wonder if the net stocks will be the last to fall rather than the first. I think that the gravitation away from "great expectations" could take many many months, or maybe not even until the expectations are either fulfilled or shown that they wont be fulfilled. Eric

To: ahhaha who wrote (7048)	3/28/1999 4:56:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 29970

AHhaha, I'm not able at this time to agree or disagree with your financial analyses, but if you look close, you can begin to see similarities between the elusive qualities of bandwidth abundance in HFC links and DSL lines, and the valuations that exist in some of today's favored stocks. Each of these scenarios is assessed on the basis of time- and circumstance- dependent criteria. It's conceivable, if not inevitable at some point, that pressures on each of these could result in stress lines and fissures, at the very least. With enough testing of underlyhing substance, and without proper adjustments and measures taken to avert calamity, who knows? But these are the things that the market takes care of on its own, I know you would argue. Right? I can speak better to the network model, with any degree of confidence. The rules or turnpike and corridor don't change much. But yours (the current financial model, the way you've depicted it) almost seems like a metaphor which was made to order. The network, incidentally, results in an avalanche effect at some point, if not bolstered in time, when it's been pushed to the wall and overloaded. In some types of circumstances, it will shut down completely. In which case, silence is never golden. Frank_C.

To: ahhaha who wrote (7048)	3/28/1999 8:30:00 PM
From: ftth	Read Replies (1) \| Respond to of 29970

re:><<over analyzing [the ATHM situation]>> Sorry, I don't buy it. It's all a question of "level of comfort." Overanalyzing to one is underanalyzing to another, and vise-versa (yet they each view the other as foolish). In other words, the state of being overanalyzed is just an opinion. It's not even fair to say that the so-called over-analyzer will be slower to make decisions. Some decisions, yes; but not the more significant decisions that require much more data and aren't even in the field of view of the under-analyzer. You have to analyze to your level of comfort or holding is too stressful; I'd venture to guess that some people here didn't analyze this company to their level of comfort. They jumped the gun for fear of "missing out" (even though they'll never admit it--maybe not even to themselves) and own something which they understand very little about, and are very uncomfortable (edgey) with holding. So, discouraging analysis isn't the right course of action in my opinion. dh