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

To: Jay Lowe who wrote (17723)	12/9/1999 12:14:00 AM
From: gpowell	Respond to of 29970

If I visit your page are you going to try to hack into my pc?

To: Jay Lowe who wrote (17723)	12/9/1999 12:51:00 AM
From: E. Davies	Respond to of 29970

Here's my hack at two alternate valuation models. Quite interesting. A few comments: A price/sales of 35 is a bit hefty for the longer term, but a little low for now. ATHM does not get $20/month in subscriber fees. Its closer to $12 and will be more in the range of $5 for transporting someone else. Where is Excite? Where is matchlogic/enliven? Where is @work? Where is Interactive TV? ... My point? If you value purely the @home function by traditional valuations (which of course no one does) the stock is only slightly overvalued. Only slightly overvalued is pretty cheap in a world where YHOO has a $100 Billion market cap. If you include the many many other things ATHM is its obvious that ATHM should be easily a $100 stock, even by moderately conservative thinking. Eric