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

To: Michael Young who wrote (12710)	7/19/1999 10:03:00 PM
From: Nick	Read Replies (1) \| Respond to of 29970

From EarningsWhispers.com "Over the past three quarters our Earnings Whisper number for Excite@Home (ATHM) has been for the company to be inline with the consensus estimates and that is exactly what the company has done. This quarter should be no different. The Earnings Whisper number is for a loss of $0.02 and so is the consensus estimate. If the company would surprise, it should be on the positive side. Keith Benjamin at BancBoston Robertson Stephens told EarningsWhispers.com there is a "moderate upside potential" for this quarter but most positive surprise will occur next year due to the growth in subscriber growth." Nick

To: Michael Young who wrote (12710)	7/19/1999 10:42:00 PM
From: lebo	Read Replies (3) \| Respond to of 29970

XCIT was a pure waste of money. That was ATHM first big mistaek.

To: Michael Young who wrote (12710)	7/19/1999 11:12:00 PM
From: Killian	Respond to of 29970

Mike! Better cover your short! Kevin

To: Michael Young who wrote (12710)	7/20/1999 1:20:00 AM
From: yihsuen	Respond to of 29970

Michael, Do you think YHOO stock expensive? How pricey is AMZN then? Want to take a look at LCOS? Bear in mind that they all have been corrected to a certain degree, over 50% or more in some cases. How much did Yahoo pay for GeoCity and Broadcast.com each? I bet you a million dollars the "first rate" portal in your mind is Yahoo, right? Just trace back to the date @Home announced the acquisition of Excite, how much did Yahoo worth that day on the paper? Could you get Yahoo with YHOO price on that day? Who can afford it? LCOS dropped from the deal because shareholders threaten to sue for too low of an offered price. It's going back on the selling block now. Take a look at the market cap of LCOS. Why Excite? Other than Excite office is a few yards away from @Home, both sides can see each other work late till dawn, and other than using paper money to buy expensive time in cyber age, there is certainly other reasons. To just show you one of the reasons, I have to ask you to use your 56K modem to access this site... excitextreme.com Running out patience, aren't you? Is there a compelling reason for AOL to build a site like that? In addition to get high on Pamela Anderson's cyber body ten times faster, there is the upstream potential people are exploring everyday. How those portals on the broadband are going to shape up? I bet that your imagination runs many times better than mine, and I will leave those to you. Is Excite a good buy? I don't know, but I would give it a little time to prove itself. After all, who has got the portal for broadband at this very moment? Someone has to take the initiation, right? Another important reason is that @home has to consider it's life after its ISP contracts with cable companies expired, it has to have something to generate revenue after that, and Excite has to play the key role. JMHO.