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Technology Stocks : AUTOHOME, Inc
ATHM 23.81-1.1%3:59 PM EST

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To: neverenough who wrote (3468)12/20/1998 10:41:00 PM
From: RocketMan  Read Replies (1) of 29970
 
According to the story, by 2004 the broadband market will consist of 37% ADSL, 26% cable, and 7% satellite. That adds up to 70%. What about the other 30%?

Also, the broadband subscriber base in 2004 is predicted to be 21 million. If so, 26% of 21 million is 5 or 6 million. Say ATHM has a lock on cable internet in 2004 (highly unlikely), and they all subscribe (as compared with today's measly 5% subscription rate). That means in 2004 ATHM would only have one third of today's AOL customers. Mmmm.... interesting. I am holding both stocks, but am weighted towards AOL. With figures like this, I think that is the proper weighting unless something changes.
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