Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ahhaha who wrote (8922)	5/2/1999 10:03:00 PM
From: RTev	Respond to of 29970

What the electrons get is autonomy outside of the hegemony of the T quark. An unprecedented bust of asymptotic freedom enables you to determine your own destiny and that means achieve a more profitable flight. Still laughing at that one. Very good. Thank you.

To: ahhaha who wrote (8922)	5/2/1999 10:31:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 29970

Every time I think I have created a nucleus of a question/issue you come along and shatter it into it's sub-atomic particles scattering in different directions leaving me wondering what the heck happened to my happy little atom. Your comments are ripe with what to the naked eye seems contradictory conclusions, I guess I have to keep working on that microscope to follow the paths of all those particles. You start with a very eloquent statement about how we cannot expect to understand anything in detail and then move to wonder how we can invest in a company who we dont fully understand in detail. I've read everything that I've found about @home's network, but I'm not a network engineer. I have much more to learn about the why's and hows of how the internet works. You seem to claim more understanding than the rest of us. Is that inferred understanding or from actual publications? Point me to more information than what is at www.home.net. You say in one breath that ATHM lost its technical advantage by the distraction of TCI working on digital TV and that @home should move gradually and not focus on total domination. All TCI did was slow rollout into TCI territory. I dont see how this translates as a loss of technical advantage, only a loss of market advantage. You say that @home needs to focus on the cash generation from subscription revenues and that other sources of revenue are suspect. Yet you also said once that by simple calculations ATHM valued without its future prospects is a $60 stock. I agree that current net advertising revenue is nearly worthless but as you say, broadband advertising has a shot at real value. I asked for a concrete example of how Comcast would benefit from being free of AT&T. Symbolic parables in atomic physics wasnt exactly the concretness I had envisioned. A few months back I wondered what would happen if the @home coalition did not hold together. You told me I did not understand, why would it come apart? Now you say it is inherent in the nature of the universe itself for coalitions to blow apart. What does being under the control of Time-Warner have as an advantage to being under the control of AT&T? I know all of these seeming contraditions arent. I just dont always see how they arent. What in your vision is the value added of @home? In what way are they special that matters? Eric