AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 23.48

+1.2%

Nov 21 9:30 AM EST

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To: Michael P. Michaud who wrote (7492)	4/8/1999 6:09:00 AM
From: Erik T	Read Replies (3) of 29970

There is obviously a lot of demand for ATHM's product. However, will lack of installers restrict growth? Considering driving time, running new cable throughout a house, connecting to the computer and configuring the software, how many connections can one ATHM or cable installer put online in a given day? Then...How many installers are there throughout the country that are devoted to creating ATHM connections? How many days a week or month or quarter do installers work on average? I think if you knew the answer to these questions you could pinpoint their subscriber growth rate. Also, without dramatically increasing the workforce, it will be impossible to create exponential growth, which will be necessary to sustain the current valuation. Sorry if this has been brought up already. Erik (IMHO)

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