SI
SI
discoversearch

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 23.54+0.1%Dec 26 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elmer who wrote (9368)5/12/1999 12:52:00 AM
From: GraceZ  Read Replies (1) of 29970
 
If you really want to understand why ATHM is being priced where it is ( and AOL for that matter), you might try reading Net Gain and Net Worth by Hagel & Armstrong. I certainly agree with most of the assumptions put forth in Gorilla Game and certainly they have played out in the past. (I was an Intel stock holder for years)

If ATHM had both proprietary architecture and high customer switching costs

SI is a powerful example of a network with a positive feed back loop that will in fact have high switching costs for those that use it, if you consider costs as value lost by leaving the network.

ATHM and its monstrous valuation is that it is just a transactions company

perhaps in its present form, but not in its intended future form.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News