Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Michael Young who wrote (12091)	7/5/1999 10:07:00 PM
From: Marc T. Archer	Read Replies (2) \| Respond to of 29970

>The susbscriber rates are MUCH lower than what management was telling the street a year ago, and it is becoming clear they won't meet estimates going forward.< How do you mean it's becoming clear they won't meet forward estimates? From what source is that info comming from? Wasn't it T.J. that just recently said he's happy with the street's estimates of sub's which was 1 mil by end of 99 which is also what ATHM projected earlier this year? >That is why the stock is struggling, and is badly lagging the internet sector.< IMHO. it's the uncertainty over open access which has held us back, not the sub's. MTA

To: Michael Young who wrote (12091)	7/5/1999 10:31:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

The susbscriber rates are MUCH lower than what management was telling the street a year ago, and it is becoming clear they won't meet estimates going forward. Could you please provide detail for this statement? What subscriber rate was ATHM expecting a year ago? I personally don't remember. I'm not even sure what you mean by "subscriber rate". Do you mean rate of growth in the # of subscribers or what % of total homes passed sign up for service? So far all I know is that ATHM is meeting its subscriber count goals but does not appear to have yet accomplished dramatic increases in the number of new subscribers installed/day. That is a legitimate short term worry. I have been hoping that winter weather was a factor in the near linear growth in the first quarter. Initiatives for speeding up the install process are still planned for the future. I would like very much for ATHM to tell us how this is progressing. Eric