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Technology Stocks : AUTOHOME, Inc
ATHM 23.09-0.6%Jan 16 9:30 AM EST

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To: Solid who wrote (19142)1/20/2000 11:00:00 PM
From: Ron Dior  Read Replies (2) of 29970
 
Am I the only one that got a chuckle from this quote?

"From the beginning, we have combined broadband content and high-speed access to offer our customers a superior online experience. This strategy has been validated not only by the current direction of the market, but also by the tremendous success of the @Home service." says TJ.

ATHM's success has no connection at all with their content. The only superior online experience Excite/ATHM offers is a BB connection. Do you think TJ and Bell really believe this? Though there is some truth to the fact that there content strategy has been validated by the "market PRICE".

Though I thought the ER was very good, the sub numbers don't impress me as much as everyone else here. I am not convinced that these numbers were so high because of the so called "superior online experience". I think they are ahead of expectations because BB cannot be held back, and they were in the right place at the right time. Not because of a winning strategy like they are under the impression. The sub numbers are a definite positive for the company, but I am not impressed.

Ron Dior
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