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

To: E. Davies who wrote (16283)	10/20/1999 1:23:00 AM
From: gpowell	Read Replies (2) \| Respond to of 29970

Key points from cc concerning N. American subscriber growth patterns. 1. Current penetration rate 4.1% 2. ATHM expects the penetration rate to continue to double year/year. 3. Shaw communications penetration rate is 10% 4. Several unnamed cable markets have penetration rates between 11% - 17% after 6 months of marketing. 5. Two major markets are @ 20% penetration after 12 months of marketing. The first two items are consistent with data posted on this thread previously so no surprises there, however the last three items are important for continued growth beyond this year. 3.7 to 4 million N. American subscribers looks do-able by the end of Q4 00' The