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 20.73-1.0%Feb 4 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ahhaha who wrote (23729)7/21/2000 1:03:01 AM
From: Richard Habib  Read Replies (2) of 29970
 
Why am I dwelling on self-installs. Because that is what he put out as guidance. Whether you feel he's full of shit or whether you believe truck rolls are important is not of that much interest. It's important that he has positioned self-installs as the magic technological bullet that will keep the company on guidance.

Your point about the guidance being irrelevant in the big picture is correct. But we live in a metric driven world & it's naive to believe failure to meet the metric Bell has stressed is key, will not affect investor sentiment. In 5 years will it make a difference, probably not - will it make a difference in 2000-2001, very likely.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext