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

To: Michael P. Michaud who wrote (8870)	5/1/1999 1:53:00 PM
From: yihsuen	Read Replies (1) \| Respond to of 29970

<<Awesome financial consequences to ATT>> Agree. But, do you agree its (awesome financial consequences * 2) to MSFT and AOL shareholders? We know P/E ratio doesn't mean a lot for growth oriented companies such as MSFT and AOL, but when it's about time to convert your "growth expectation" to cash, P/E teaches you a lot of lessons. My beloved MSFT with $24 billion in current assets still carries a P/E of 65. I will let you fill the P/E blank on AOL here, unless you think that all MediaOne wants is AOL stock not cash. <<AOL is an ISP just like ATHM>> Don't forget that MSFT is an ISP too, and a good one. Both AOL and MSFT have strong contents, but when they get together who is going to be the first? MSFT has had a foot in CMCAS (and ATHM) for a while, why bother to invite AOL with its #1 content? I thought ATT is MSFT's concern here, invite AOL only makes MSFT broadband dream unpredictable. Since when MSFT give people the impression that they like to share? If MSFT is really serious, they can go alone with CMCSA. <<Why does the "cable world" automatically exclude AOL?? The cable cos own the pipe, ATHM is just the content >> You are always welcome on this board, but apparently when you were here you didn't pay your attention. The cable cos own the pipe, ATHM is just the content. AND CABLE COS OWNS ATHM! Never say never, including MSFT+AOL. I think the bottom line here is still CMCSA itself. This is mainly a family-run business; any decision has to be the best for the parents and siblings within that family first. With that in mind, for every potential player in that camp, the tolerance for risk is limited, at least lower than ATT. Armstrong is wild for sure. A couple of millions $ pay + bonus for him would considered as failure, he wants something to justify his huge paycheck in the coming years, what he was now is nothing but a Chain Saw Ar.