SI
SI
discoversearch

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 : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: chirodoc who wrote (1813)6/5/1999 1:34:00 PM
From: George Martin  Read Replies (1) | Respond to of 4337
 
Chirodoc -- Agree, will be interesting to see what Steve and others have to say about ATHM's "economics," impact on stock price. Was very positive about ATHM - XCIT - T link-up. The term was, I believe,
"AOL on steroids."

FWIW, my feeling is ATHM is pretty close to oversold at this point. Still growing at high rate (off smaller base, obviously). There's a big piece of pie out there and it's growing daily.

(For full disclosure, I'm a ATHM shareholder but my AOL position is 8x greater than ATHM. Also own T via TCOMA, as well as conversions pending via UMG and AGRPB.)

Regards,

George Martin