AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 24.71

-0.9%

3:25 PM EST

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To: Bexar who wrote (613)	11/10/1997 3:33:00 AM
From: Hubert Chen	Read Replies (1) of 29970

I don't think that anyone has really questioned the capabilities of the technology. I don't have it and I believe that it's the best and fastest thing out there. I do have serious concerns though. My concerns have to do with valuation and execution. Is the company really worth $2.6B? Even the most optimistic expectations are pressed here. If you revenues are $500 per subscriber per year you'll need 500k subscribers to make $250mm. At that number of customers, the price/sales is around 10, which would be reasonable to me. Of course they don't even have 50k subscribers, much less 500k. And I'm not sure how quickly they can ramp up to meet the demand. I live in Sunnyvale, where @Home was supposed to be available months ago, yet every time I call they say that they're still in beta test mode.

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