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Technology Stocks : AUTOHOME, Inc
ATHM 23.76+1.2%Nov 28 9:30 AM EST

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To: Michaelth1 who wrote (23832)7/24/2000 7:14:13 PM
From: M. Frank Greiffenstein  Read Replies (2) of 29970
 
The fact remains that the inferior product is kicking ATHM's butt with regard to long term stock performance (to date) and market penetration. Imo, ATHM (and others) with a superior product could learn many lessons from AOL and how it succeeded with its inferior product.

Well, yes, if you compare apples to oranges. AOL's narrowband service has the helluiva lot more subscribers than ATHM's high speed service. AOL also started much earlier and relied on mostly installed technology (twisted copper cable.

Talking about apples and oranges, it is much more fruitful (sorry!) to ask how ATHM compares to AOL on a calendar basis. How does ATHM subscriber base compare to AOL base/revenues at the same calendar points since inception? AOL started in 1985. Where were they by 1988? I don't know what their subscribers numbers were then or what revneue they had, but I can take a wild ass educated guess and say far below where ATHM is 3 years after inception.

ATHM is one of those business that will succeed in spite of itself.

DocStone
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