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

To: Educator who wrote (19102)	1/20/2000 11:42:00 AM
From: gpowell	Read Replies (1) \| Respond to of 29970

There needs to be an expectation of an earnings surprise. The revenue growth of ATHM is fairly predictable. Do you see much upside potential there? Maybe a little. I wouldn't expect any downward surprises. But, I'm having a problem with the goodwill charges, nearly $500 million worth. It's not like these charges are reducing earnings by 5 or 10 cents per share - more like $1.35 per share. This pushes out real positive earnings until 2001 (if they don't incur any more charges).

To: Educator who wrote (19102)	1/22/2000 1:23:00 PM
From: Solid	Read Replies (2) \| Respond to of 29970

Hi Ed, Where's the pre-earning's runup? Now we know. Many still regard this stock with trepidation. Earnings, as Eric and many others have said, repeatedly, are not a surprise with ATHM. This is not bad, but with the market perceptions of the day, it is not helpful to our shareholder value. The rumors were a shot in the arm, but with Armstrong's comments about being surprised with the AOL/TWX deal they certainly made no sense because deals take time to conceive, negotiate if feasible and execute. I am hopeful BB fever will begin this year, but it may still be early in the game. I was very optimistic that a pop was imminent this past week. Now I am a little older, and painfully wiser. 'To be closer to believing To be just a breath away On the death of inspiration I would buy back yesterday But there's no crueller illusion There's no sharper coin to pay As I reach out...it slips away. Who'll drink a toast with me To the devil and the deep blue sea Gold drives a man ...to dream.' ELP