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

To: cardcounter who wrote (12698)	7/19/1999 7:18:00 PM
From: Neal davidson	Respond to of 29970

Your subscriber estimates are way too low. Your conclusion may be correct. That's what makes a market. With so much conviction, why don't you short at the open.

To: cardcounter who wrote (12698)	7/19/1999 7:21:00 PM
From: garrick le	Respond to of 29970

Don't forget the Excite part of ATHM which should be nearly 50 % of the combined company. Not to mention cable access is the trend and the access 's preferred choice in the forseeable future. GL

To: cardcounter who wrote (12698)	7/19/1999 7:22:00 PM
From: Resry	Read Replies (1) \| Respond to of 29970

You are not putting any value on Excite. If you use the same # of subscribers before the merger, the value per sub would be much less.

To: cardcounter who wrote (12698)	7/19/1999 7:25:00 PM
From: E. Davies	Respond to of 29970

This is far above the per subscriber valuation for comparables. There are no comparables. Ok, maybe one. HSAC. Check out its $/subscriber. Eric

To: cardcounter who wrote (12698)	7/19/1999 7:28:00 PM
From: CGarcia	Respond to of 29970

"ATHM is overvalued based on a per subscriber valuation." and undervalued based on revenue generated by the Excite portal.

To: cardcounter who wrote (12698)	7/19/1999 7:37:00 PM
From: Impristine-2	Read Replies (2) \| Respond to of 29970

cardcounter... a very compelling argument, i think.... but why bother with valuation schmaluation.... this guy doesn't think it's valuation related... but a Market Maker Playground... OT (as related to @Home) impristine.com