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

To: Frank A. Coluccio who wrote (10343)	6/4/1999 8:51:00 PM
From: Larry S.	Read Replies (2) \| Respond to of 29970

This is a great buying opportunity !!! even more so than at 140 or 120 or 105. ATHM is in a win-win situation. Either they will be upheld and allowed to continue as planned with t/athm/xcit cable modem service, or, if forced to open up to ISP, then they will get a surcharge for providing the pipe. Today, can get AOL for 21/month over phone lines, and for 9.95/mo if you bring your own access provider, as i do with roadrunner. So, if ATHM provides access for AOL, then ATHM could get 10-11/mo for being the carrier. What a revenue stream that would be. The major ISP's surged on the Oregon news. Right now, the RBOC get revenue for every call made over their network. T/ATHM will be in the same situation by being the pipe. ATHM in the 90's is an outright gift. though i wouldn't be surprised to see 75 or 80 if a panic continues on monday/tuesday. larry