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Technology Stocks : AUTOHOME, Inc

ATHM 23.89

+2.2%

Dec 5 9:30 AM EST

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To: DownSouth who wrote (7560)	4/8/1999 11:50:00 PM
From: Bud Fox	Read Replies (1) of 29970

@Home CEO already stated he is comfortable with subscriber/revenue projections. If those numbers weren't already in the bag, he wouldn't have made that statement. This guy knows how the analyst game is played. So I'm confident we'll at least meet expectations. "@Home's Wolfram said AT&T's subscriber goals were relative to the number of @Home subscribers brought in by Cox and Comcast, as opposed to absolute numbers, and that will continue to be the case. He did not give more specific information about subscriber quotas." This suggests that TCI may have been slow to roll out the upgrade. But, also that Cox and Comcast exceded expectations. That combined with AT&T's statement that they have raised subscriber growth numbers suggests that things should only get better. Don't forget that @Home still has seen little or no contribution from Cablevision and Century. Cablevision covers key markets in the NE and Century is strong in LA.

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