AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 23.76

+1.2%

Nov 28 9:30 AM EST

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To: GraceZ who wrote (23874)	7/25/2000 11:41:24 AM
From: Michaelth1	Read Replies (2) of 29970

Grace: Do you think that ATHM makes 3 million by YE00 without self installs? Or 6 million by YE01? Or 12 million by YE02? If so, perhaps the better investment is in whoever supplies the vans. I think that it's erroneous to think that self-installs won't spur demand. Regardless of whether there's a backlog of people on the waitlist of "@Home-ready" areas, I think that there are many, many people who don't have @Home because they don't want to deal with taking a day off from work or waiting in a 4 hour window of time for the cable guy to arrive, not to mention the installation fee. I've set up and run many networks (although I admit that it's been a while) and know the headaches that go along with people monkeying with their configurations. I think it's worth the risk. I agree that it would not be good for ATHM to be the next AOL. That doesn't mean that ATHM can't use some of AOL's tactics. AT&T wants C&C as partners and I don't think that AT&T cares that C&C is on the board, so long as AT&T controls the board and management, which it does. I think that management HAS improved since AT&T took over the reigns. I don't see how it's in T's interests to lose the other cable guys.

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