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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: Nicholas Thompson who wrote (10836)	6/9/1999 1:13:00 AM
From: Rippletum	Respond to of 29970

The NYTimes article suggests that Athm will have 40 to 50 million subscribers of interactive Television service by 2002. What does this mean for Athm? What is the status of the interactive service? When will it be offered and will it require a cable modem or be similar to WGAT's system? What is the expected monthly fee and how much of that will Athm get? Is this another service that will substantially improve Athm's earnings going forward?

To: Nicholas Thompson who wrote (10836)	6/9/1999 1:47:00 AM
From: E. Davies	Read Replies (2) \| Respond to of 29970

I found this one of the more significant comments from the article: At Home figures it will only break even from its 35 percent of the monthly fees for its Internet service. (The cable operators keep the rest of the fee, now about $40.) So advertising must provide the profit @home ain't no cash cow in TJ's eyes. For further clarification: "We think that over time, the revenue from transporting data will continue to fall," Jermoluk said. "That's why in our long-term business model, half our revenue comes from the media side." Eric