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


To: Ron Dior who wrote (19147)1/20/2000 11:33:00 PM
From: FIRENZA  Read Replies (1) | Respond to of 29970
 
ATHM vs. AOL's sub #'s during early years of each company's growth.

Here are your comparable sub numbers:

AOL:
12/92 - 219,000
12/93 - 531,000 Up 312,000 or 142%
12/94 - 1,578,000 Up 1,266,000 or 238%
12/95 - 4,671,000 Up 3,093,000 or 196%
12/96 - 7,852,000 Up 3,181,000 or 68%
12/97 - 10,722,000 Up 2,870,000 or 36%

ATHM ( same period in company history )

12/97 - 50,000
12/98 - 331,000 Up 281,000 or 562% (astounding huh)
12/99 - 1,150,000 Up 869,000 or 263% (beats AOL again)
estimated for 2000
12/2000 4,000,000 up 2,850,000 or 249%

Looks like ATHM wins hands down on the growth curve in comparable early years of the companies growth.

I don't care if it's content or the overwhelming force of broadband which is achieving this growth. The fact is they are on track to beat AOl's early percentage gains year over year. And what was AOL's competition? Prodigy?? Compuserve?? not nearly as formidable as AOL as a competitor. Even with AOL well established ATHM is making gains far superior to any AOL made in the early years of it's growth.

Although the tour on the new ATT@Home site shows some impressive content. Go to the site and "Take the ATT@Home Tour"

athome.att.com



To: Ron Dior who wrote (19147)1/20/2000 11:47:00 PM
From: Solid  Respond to of 29970
 
Hi Ron,

For TJ and chuckles, see my previous post.

I'm all for eventual oa and see that athm could benefit in several ways from it. But I'm hoping Portland will rule soon and let go of the push for forced access. Not for ATHM's sake, but for the media's, so they can try to get on with things, and so hopefully T will be able to back ATHM more openly as the BB service it represents.

The tracking stock will help T with perception as well by getting ATHM looking more like the pipe they had envisioned. This noted, if oa is not the main condiment left sticking in T's partnership throat, then someone give them a hiemlich and dislodge the bile, 'cause their lack of full support ain't helping public perception either.

A house divided can not long stand.