SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AUTOHOME, Inc
ATHM 23.14+0.6%Jan 23 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MIKE REDDERT who wrote (20051)3/10/2000 1:14:00 AM
From: gpowell  Read Replies (2) of 29970
 
On Mar 1, I posted that I had lowered my expectations based upon statements made by T. Jermoluk . Although I did not state it publicly, I lowered my estimates by 40%.

Message 13018877

Prior to making my estimates, I called investor relations to confirm TJ's comments, and to understand how ATHM arrived at estimating their own future operating margins. The results of my re-estimation were posted here:

Message 13027795

Jefferies, 6 days later, lowered their estimates by 31%; perhaps they did a more thorough review than I. In any case, I see no BS here.

As an aside. It may be time for ATHM longs to decide what kind of personal act of sacrifice it will take to get ATHM's stock to rise. I've already seen a few on the thread, for instance Wingman's outburst of negatively, apparently this wasn't believable.

All longs should study the problem for the next few weeks. So that we may better understand the problem facing us, here are several links to sites that may offer helpful information:

channel1.com
altnews.com.au
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext