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Technology Stocks : AUTOHOME, Inc

ATHM 23.21

-1.8%

Nov 20 3:59 PM EST

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To: sepku who wrote (545)	11/11/1997 3:27:00 AM
From: JPM	Read Replies (1) of 29970

Just some numbers... Assume ATHM signs up 20Million consumers by 2010... this represents about 33% of the total market that is serviced by cable (and a shrinking one at that)... assume $40 per month, or approx. $500 per year... total revs.... 20MM x $500 = 10 billion dollars 65% goes to cable companies 35% goes to ATHM.. so maximum revs... 3.5 billion.... yet ATMH already has a market cap of 2.5 billion and the market is virually 100% up for grabs... it seems like a short to me. Jp

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