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Technology Stocks : AUTOHOME, Inc

ATHM 22.05

-4.0%

Jan 30 3:59 PM EST

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To: Rob C. who wrote (21153)	4/20/2000 12:08:00 PM
From: gpowell	Read Replies (1) of 29970

Nothing has changed fundamentally. Bull. ATHM has thrown a change up in a fast ball count. It may work, but you have to question the strategy. Consider how their other strategic decisions have panned out. One line in the CC call tells the story for me. When explaining why media revenue growth would be flat for the rest of the year, Bell (or Goldman?), said it is because they are shifting their focus to BB content development. Hello? Are you telling me that all this time you have been focusing on narrowband content? These guys are like a rookie pitcher - they have good stuff - just no head. Let's hope they figure it out before they blow their arm out. When AOL was spending on advertising it was OK, but ATHM is not allowed to adopt a similar plan? This is not what ATHM is doing. The extra costs are going towards expansion overseas and upgrades to the network, only about 25 million of the expected 100 million of additional expenses will be for marketing.

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