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Technology Stocks : AUTOHOME, Inc

ATHM 23.86

+1.1%

12:37 PM EST

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To: gpowell who wrote (13683)	8/6/1999 8:14:00 PM
From: Tera Bit	Read Replies (2) of 29970

How many subscribers does AOL have and how many analog dial up lines are there in consumer homes? The 4.67% penetration rate is not that bad when you consider the fact that they are constrained by the MSO's ability to do the installs. Indeed subscriber growth last Q looked good to me as compared to AOL. I am confident there is extraordinary demand for the services ATHM provides. Indeed they said as much on their last CC when they said the Matchlogic mail campaigns provided so many leads the MSOs said "stop". Growing the subscriber base is going to take time until DOCSIS modems are widely available. When that happens, and they run 30 second ads on prime time network TV- growth will be substantial and quick, IMHO. I don't expect the stock price will be here either.

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