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Technology Stocks : AUTOHOME, Inc
ATHM 22.04-4.0%Jan 30 9:30 AM EST
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To: ld5030 who wrote (26523)11/27/2000 7:19:32 PM
From: E. Davies  Read Replies (1) of 29970
 
Also, should we be worried at all that T is suspending shipment of broadband support equipment?

This one is disturbing to me. I would not be surprised if this has been a factor in the oversized selloff we've seen the last couple of weeks.

To me it says that T is going to slow down the pace of upgrading homes for broadband. This will impact ATHM's subscriber growth eventually, since adding subscribers in newly upgraded areas is a lot easier.

Eric
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