AUTOHOME, Inc Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc

ATHM 23.21

-1.8%

Nov 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Educator who wrote (7751)	4/13/1999 11:35:00 PM
From: Educator	Read Replies (2) of 29970

Gang- I've got a few questions. Does everyone remember the Jermoluk interview about two weeks ago. I copied the part on Japan and other international infiltrations. Here is what he said: "The reason we targeted the U.K. and Japan is that they're populous centers and they have major two-way plant because it's all been done recently. So it doesn't have to be upgraded. Japan's got 6 million homes, and the U.K. has 9 million homes. We're talking in Korea, Australia, Spain, Germany and Austria. We also have bids in with a number of them. We also started one company in the Netherlands. We've already hired 50 full-time employees, and they just went alpha. So the real service is running now. There's more two-way plant internationally than in the U.S. So it's got to be a great opportunity." When I read this interview, it impressed me that an upgrade was not necessary. I don't know what percentage of subscribers can be expected, but it will certainly add to @Home's growth rate. Here is my point: The overseas and Canadian numbers will be added to the now 460k subscribers in future reporting. Correct? Won't this substantially increase @Home's presence and total subscriber numbers? Am I dreaming, or did I read (via someone's wonderful post) that Japan could be ready this summer in June or July? If that is the case, 1 million is a cinch by year end. I think as someone already posted, they will meet this milestone with U.S. numbers alone. The dip today was healthy IMO. I was getting a little nervous with the sudden surge. It is good to let off a little steam once-in-awhile. I was really not expecting 200 until we were closer to split time. Sometimes you have to circle the wagons and regroup before heading on up the trail. It won't be long before we test that 200 level again. Ed

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next