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Technology Stocks : AUTOHOME, Inc
ATHM 23.23+0.4%3:59 PM EST
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To: GraceZ who wrote (23759)7/21/2000 3:02:36 PM
From: Richard Habib  Read Replies (1) of 29970
 
Bell noted that the cable modem shortage due to a factory fire resulted in about a 50K explicit shortfall in subs. He believed that there was an further unquantified impact because the cable co. limited marketing in view of the modem shortfall. Whether you believe this or not is up to you.

I think given penetration rates in older more established markets vs penetration overall that demand is ok.
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