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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 8:12:15 PM
From: E. Davies	Read Replies (1) of 29970

There is a wait list, but it is caused by the service not being available within the local loop in some neighborhoods Grace- the penetration into areas who have @home service available is 6.2%. I would be extremely disappointed if that is the kind of penetration we get long term. Wouldn't you? ATHM will have roughly 50 million homes once they cut loose the international stuff. 6.2% would mean maxing out at just over 3 million subscribers in North America. Not exactly AOL on steroids. However you do make a very legitimate point. The more homes upgraded the better. Has anyone looked into how the pace of upgrading is going vs. what was expected? 6 million homes were added last quarter. It might be possible that the MSO's dragging their feet are the underlying cause of the weak subscriber growth. To my knowledge nobody at ATHM has said this is so. Eric

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