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

To: FIRENZA who wrote (19163)	1/21/2000 2:34:00 AM
From: JayPC	Read Replies (1) \| Respond to of 29970

ON24 Audio Investor Alert: Excite@Home Breaks Even; Meets Expectations Jan 20, 2000 (BUSINESS WIRE) -- Internet access provider Excite@Home changed CEO's and posted a break-even 4th quarter, meeting analysts expectations. But it won't be smooth sailing ahead, according to Drake Johnstone, Vice President of Research at Davenport & Company. For the complete streaming audio story users should access on24.com Some good analysis and some bad analysis, pretty typical of @HOME. Worth a listen. Regards Jay

To: FIRENZA who wrote (19163)	1/22/2000 8:21:00 AM
From: Killian	Read Replies (2) \| Respond to of 29970

FIRENZA AND THE THREAD! QUESTION? I'm quite sure this has been brought up before but.. How can we keep up with 36% growth Q to Q? As the # of subs grow, so won't the truck rolls! If we can't handle demand now.... IOW, 36% of 840K = appx. 303K(subs added Q4) to = 1.15MM. However, 36% of 1.15MM = 414K(subs to be added Q1 '00) That will be an additional 111K in Q1! Do we have the manpower to do that? How in the world will we accommodate 36% of 3MM, 5MM??? I realize set-tops should be self install as I understand them. Am I correct here? If so, that will not happen until Q3 or Q4!!!!! I'd appreciate a reply from the more knowledgeable! Ahahah, I throw to you an olive branch and I hope that you are willing to receive it!!! Kevin