Anyone concerned that for all the "growth" in demand for ATHM service, that new subscribers only were 8,000 higher in the March quarter compared to the December quarter (129,000 vs. 121,000)?
ELNK reported today 155,000 new subscribers, and AOL will probably report about 10x that when they announce. At these levels, I'd rather own AOL than ATHM. Disclaimer, short ATHM, long XCIT, no position in AOL.
Oh, and my local cable company doesn't carry ATHM, they carry something called ExpressNet...priced at $65 for unlimited use/month.
KJ |