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Technology Stocks : AUTOHOME, Inc
ATHM 23.48+1.2%Nov 21 9:30 AM EST

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To: MIKE REDDERT who wrote (21074)4/19/2000 8:45:00 PM
From: Dave Kiernan  Read Replies (1) of 29970
 
ATHM is an excellent idea. The enthusiasm for hi-speed access just got ahead of the reality; and stock price. With present market conditions, I would not be surprised to see a dip to single digits. The major problem is the lack of the US cable industry to upgrade their infrastructure in an expeditious manner to facilitate the @home service. Canada has 33% of @home subscribers; yet it has only 10% the US population. Shows who upgraded their 'wires' quickly. My concern is that this tardiness will allow DSL and Wireless(future tech improvements coming) to by-pass them.
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