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Technology Stocks : AUTOHOME, Inc
ATHM 20.90+1.1%Feb 6 9:30 AM EST
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To: Sleeper who wrote (14782)8/21/1999 1:34:00 PM
From: GraceZ  Read Replies (1) of 29970
 
I agree if you're speaking of percentage growth rate

Typically, technology that requires abandoning the previous infastructure and switching to new one, ramps up VERY slowly until it reaches a tipping point and then it explodes. We are still in the early adoption phase, contrary to what everyone here seems to believe (face it, the thread is full of early adopters and that can give you the warped perception that "everybody is clamoring for the service" when in fact the public hasn't quite figured out why it needs it). Once we reach the tipping phase, all hell will break loose and execution on the part of ATHM and the cable partners will be extremely crucial. As the "Inside the Tornado" authors have said, its like the point in the high school dance when everyone, who was previously watching the few brave souls out on the dance floor, decides to cross the floor to dance.
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