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

To: HECTOR RUBERT who wrote (10447)	6/5/1999 11:00:00 AM
From: chirodoc	Read Replies (1) \| Respond to of 29970

why i am buying more ATHM on monday........ this guy from RB says it well...... Here are my top ten reasons to add to my position tomorrow - 1. The XCIT deal is closed. As I recall there had been some postings on this board about the possibility of the excite merger not going through as evident by the large spread between XCIT and ATHM. Who cares if Wall Street hasn't noticed – they will. Sometimes the market is preoccupied, but it always catches up. 2. Profitability by year-end. In January I bought shares of a company without a profit. Now they expect to make at least 14 million for the whole year, wiping out all loses. 3. Growth in subscribers – In this category ATHM has them all beat. If we can believe the CEO, ATHM will triple the number of subscribers by year- end. If it was worth 100$/share with 300K subscribers what is it worth with 1 million subscribers? 4. More importantly – A greater growth in subscribers and profitability is predicted by year-end 2001. Don't we still buy stocks based on future possibility 5. Nothing stops them from going after the dial-up access. The proposed merger with Worldnet will add a to profits and eyeballs. 6. Not once have Federal Regulators stated anything that would show support for the “open-access” movement by the dial-ups. The last I heard, the head regulator stated that the presence of DSL and Satellite negated the concept of a cable-Internet monopoly. 7. Two for one split goes through June 16th – with all the psychological implications. 8. The agreements ATHM has in WRITING with the major cable providers give it exclusive first mover status for at least 3 more years. If a consumer wants cable access – ATHM is really the only way, whether the dial-ups like it or not. 9. ATHM is becoming not only the largest U.S. cable/Internet player, but is also leading the broadband charge in Canada, Japan, and Europe. 10. Extremely Good Backing – ATT, the entire cable cartel, the biggest name in venture capitol. With deep pockets like these, how can you go wrong.