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Technology Stocks : AUTOHOME, Inc

ATHM 23.14

+0.6%

Jan 23 9:30 AM EST

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To: Brian P. who wrote (20098)	3/11/2000 4:42:00 PM
From: E. Davies	Read Replies (5) of 29970

What do you all think about the article's argument? The author of that article was in general clueless. He thinks that ATHM is primarily Excite and was trying to justify Excite as worth $11 billion. Gee- Excite isn't worth $11 Billion? I'm surprised. @home is worth $11 Billion alone without even blinking. Excite $7+ Matchlogic/Enliven ~$5+. @work ~5, ... He valued @home at $2000/customer. Does that mean its worth will be $7 billion at end of 2000 when @home has 3.5 Million? (BTW- thats @homes internal goal). I guess when they hit 30 million customers they will be worth $60 billion. He's a fools fool. One point that he and everyone else has been beating home is that nobody seems to understand the goals of the company. Why is it so complex to everyone? They want to be the broadband AOL. Is that so hard to grasp? I still remember how the stock exploded when somebody coined the term "AOL on steroids". Nothing has changed, why does everyone think it has? The single issue I'm still confused about (as is likely ATHM itself) is what part @home will play in providing carriage to other ISPs. How much profit will ATHM make off a AT&T Mindspring customer (or even an AT&T AOL customer)? Remains to be seen, but I guarantee they will be making profit there too. Eric

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