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: Holyman who wrote (8955)	5/3/1999 11:22:00 AM
From: red_dog	Read Replies (1) \| Respond to of 29970

Now for the shell game: If you add up the market caps of At Home and Excite, you get roughly $28 billion. That's about $10 billion less than Yahoo! and a whopping $124 billion less than America Online for a combined company that stacks up rather nicely in many categories of reach and revenue. Voila! The new metrics make this combination of high-volume portal and high-speed ISP a relatively undervalued property, as long as you're willing to look out into the future a few years for the earnings payoff.