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Technology Stocks : AUTOHOME, Inc
ATHM 23.86-0.8%Dec 11 3:59 PM EST

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To: ftth who wrote (12175)7/9/1999 12:12:00 AM
From: E. Davies  Read Replies (1) of 29970
 
I cant blame anyone for being confused.
The article read:

Excite At Home started the year with about 30,000 Internet customers and now has more than 80,000 subscribers. Marsik said Vogel will be charged with increasing that number to 200,000 in the next six months.

It never specifically said #'s were AT&T customers. Since @home had 300k customers at the start of the year it was an understandable assumption.

BTW: for those interested here is @homes subscriber count history:
3/31/98 90,000 +40,000
6/30/98 147,000 +57,000
9/30/98 210,000 +63,000
12/31/99 331,000 +121,000
3/31/99 460,000 +129,000

So given 3 more quarters (from the last report) to reach 1,000,000 would require an increase on average of 180,000 customers each quarter. I'll bet its around +150,000 this last quarter.

Seems pretty doable, especially since TCI is finally intending to do its part with 120,000 between now and year end. I'd consider only a million by year end a disapointment.
Eric
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