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Technology Stocks : AUTOHOME, Inc
ATHM 22.65-0.5%1:07 PM EST

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To: KailuaBoy who wrote (20043)3/9/2000 3:44:00 PM
From: M. Frank Greiffenstein  Read Replies (2) of 29970
 
KailuaBoy, any thoughts on the 2.5-2.8 million new subscriber claim of CEO Goldman?

I find this figure astonishing, as they only added 150K new subscribers in the last quarter. The market has ignored this number today, instead focussing on the "ATT willing to dump ATHM" news spin. What does Goldman know? Is he maybe referring to up-to-date installation numbers from TCI?

Do you think the market is saying that Goldman is full of shit? I have to be objective and say I don't find the figure believable, based on past subscriber additon rates. Is there something I am missing?

DocStone
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