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: Frank A. Coluccio who wrote (8976)	5/3/1999 11:12:00 PM
From: roly	Read Replies (1) \| Respond to of 29970

Frank, I always read your post because it is very informative. Can you make a comparison of the Boeing and McDonalds merger that the government did not intervene versus this possible @Home and RR merger? TIA Roly

To: Frank A. Coluccio who wrote (8976)	5/4/1999 2:11:00 AM
From: Jing Qian	Read Replies (3) \| Respond to of 29970

Frank, I don't think the government will bother to intervene at this stage. So the merger of RR and ATHM will provide the economics of scale and @Home branding advantage. The advantage far outweigh the risk of government interference. The government, i.e., FCC, has said clearly that they will not do anything until Cable modem becomes a actual threat to the existing ISPs. This scenario is going to take a few years to develop. Thus, the merger of RR/ATHM now will accelerate ATHM's growth and it's very positive for ATHM. A lot of people seem to magnify the risk out of proportion. Fearing too early about something that is not going to happen in the short term. ATHM/RR will not be perceived as a monopoly until they actually become one in 5 years.