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

To: Lyle Bean who wrote (7606)	4/9/1999 11:11:00 PM
From: Xenogenetic	Read Replies (3) \| Respond to of 29970

What company does everyone here think will catch ATHM's eye next after the XCIT merger is completed? How about Xoom.com? Another portal? Or maybe just lay low and grow for a while? Anyone have any other possibilities? Let us assume that WorldNet is handed to ATHM. Now some may say this would be steering ATHM in the wrong direction but what about a takeover of either MSPG or ELNK?

To: Lyle Bean who wrote (7606)	4/9/1999 11:41:00 PM
From: Educator	Read Replies (4) \| Respond to of 29970

I believe DELL and CPQ have already announced they will start building computers equipped with cable modems. Lyle- That would also give the box makers a little boost. Right now they could use that. I doubt people would upgrade just for the cable modem though. I am currently considering buying another Dell. If @Home were ready to install me, I would certainly consider a new purchase if a built-in cable modem were an option. BTW, when service is installed, does @Home rent the modem, does the subscriber buy it outright, or is it offered free of charge? I am sorry to show my ignorance here. I just don't remember it being discussed, or I ignored it at the time. Will @Home see some run-up this next week in anticipation of a good first quarter report? Anyone know what brought on the nice rise today? Comments (fact or opinion) would be appreciated as I haven't watched things closely today. My father called me today to see if I sold my ATHM yet. I can tell he thinks I'm a little foolish for not taking profit. He won't say it, but I know that's what he's thinking. I told him ATHM still has some growing to do. He gave me a sly chuckle, but agreed. He owns shares too at a cost basis of $125. He hasn't sold either. My uncle, another ATHM investor, told me a story the other day. He said, "Imagine that ATHM is a train taking you on a travel. You have reached your destination and decide to get off. The engineer gladly stops the train for you. The conductor escorts you to the nearest exit. You step off with your luggage, and notice few others are joining you. The train continues heading north. You stand there and marvel its strength as it gathers up steam and disappears over the horizon. When it's gone, you look around you. The landscape isn't so bad because the train did bring you to an attractive location. The distance between you and the train widens with each passing moment. You think that maybe this place isn't so bad, but you wonder what it might have been like over the horizon." My uncle is still on that train, and so am I. Are you? Ed

To: Lyle Bean who wrote (7606)	4/10/1999 3:31:00 AM
From: RTev	Respond to of 29970

I believe DELL and CPQ have already announced they will start building computer equipped with cable modems. Here's a January story on Compaq's offering which includes a modem that can be used either for cable connection or ADSL: wired.com The computers contain a modem combining digital subscriber line with cable modem hardware to access the Internet at speeds better than 1Mbps One problem for @home in this, however, is that the machines are also set up to make in-home networks easier to set up. @home, according to many posters here and elsewhere, does not support such a configuration, but ADSL does. I'm not sure how much of an effect that will have in the long run, but offering both features in one machine seems to force the issue.