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: ahhaha who wrote (13550)	8/4/1999 9:18:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

it is my judgement that YHOO adds so much more that it is a savior in disguise. Yahoo is a very popular site. Is there any more to what they add than that? They offer nothing that will increase the % of people using broadband. ATHM has got this subs to passed ratio problem. I still cant decide if they do or not, neither can ATHM I bet. Obviously its a lot more complex than just looking at the ratio and saying its not increasing. Maybe homes passed is growing faster than the ability to add subscribers, or maybe we are seeing the % of people willing to pay $40 as less than hoped. Which is it? Is ATHM supply limited or demand limited? The reason is the inescapable business logic of it. Logic? You expect people to act on logic? You always surprise me with how optimistic a view of people you have. Eric

To: ahhaha who wrote (13550)	8/5/1999 11:13:00 AM
From: GraceZ	Respond to of 29970

ATHM has got this subs to passed ratio problem. YHOO can go a long way to solve it. Absolutely! ATHM has to get to the "tipping point" with subs and fast. Yahoo would ensure that this would happen. I knew that when I decided to buy this stock that I would know within three years whether it it would fly or die. Why? Because that is the window of opportunity that was set by the previous success of AOL (the Street does not really know the difference between the two). The street is measuring against what AOL was able to do and AOL is not standing still. The clock is ticking.