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

To: Sleeper who wrote (14782)	8/21/1999 1:34:00 PM
From: GraceZ	Read Replies (1) \| Respond to of 29970

I agree if you're speaking of percentage growth rate Typically, technology that requires abandoning the previous infastructure and switching to new one, ramps up VERY slowly until it reaches a tipping point and then it explodes. We are still in the early adoption phase, contrary to what everyone here seems to believe (face it, the thread is full of early adopters and that can give you the warped perception that "everybody is clamoring for the service" when in fact the public hasn't quite figured out why it needs it). Once we reach the tipping phase, all hell will break loose and execution on the part of ATHM and the cable partners will be extremely crucial. As the "Inside the Tornado" authors have said, its like the point in the high school dance when everyone, who was previously watching the few brave souls out on the dance floor, decides to cross the floor to dance.

To: Sleeper who wrote (14782)	8/22/1999 2:37:00 PM
From: yellowfintuna	Read Replies (1) \| Respond to of 29970

"I also see an AOL/ATHM/ATT alliance as inevitable. Too much is at stake for it not to happen. Thus the AOL sub base integrates with the existing ATHM sub base and- well, you do the math." Questions: #1What will TOTAL charge be to an AOL/ATHM/ATT customer? S____.00 per month #2 What percentage goes to each? _____%to AOL _____%to ATHM _____%to ATT total 100 % #3 Now think about ADVERTISING and E-COMMERCE, how will that be split (or will it be?) between the 3. Thanks, any insight, best guesses, ides will be appreciated.