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

To: chirodoc who wrote (10448)	6/5/1999 9:56:00 PM
From: Michael P. Michaud	Read Replies (1) \| Respond to of 29970

<<<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. >>> It's a damn good thing the deal closed already...I'll bet the Xcite people are kicking themselves now. <<<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.>>> What about all the NON-stock debt they own?? They'll be paying off those enormous Bond debts for decades. <<<5. Nothing stops them from going after the dial-up access. The proposed merger with Worldnet will add a to profits and eyeballs. >> I hope T doesn't force that low margin business on ATHM. <<6. Not once have Federal Regulators stated anything that would show support for the “open-access” movement by the dial-ups.>> Aren't there 2 bills being considered by the legislature?? Someone must be supporting them. If T hadn't got so gung ho and bought UMG, the open access issue would be much less likely to gain any momentum. I hate to say the M word. <<7. Two for one split goes through June 16th – with all the psychological implications. >> Sure didn't help RNWK, Pfizer, EGRP, AMTD, etc <<<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. >>> As long as they aren't forced to open access by law. You also forget Comcast may be looking to jump ship early. They would have if they were successful in acquiring UMG <<<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.>>> How may ATHM subscribers are there in 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. >>> I thought that too..I want to buy back in, but Larry suggested we wait out the next CPI numbers. We may not be at the end of our drubbing. Rising interest rates could really kill us. Good Luck, Mike