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

To: deeno who wrote (19410)	2/4/2000 5:06:00 PM
From: dav	Read Replies (1) \| Respond to of 29970

is ATHM DEAD????!!!!

To: deeno who wrote (19410)	2/4/2000 8:37:00 PM
From: ahhaha	Respond to of 29970

How kind would you be to: In the Consumer segment, the company announced it expects to launch a 2-way broadband product by Q4 2000, or roughly 2 years ahead of expectations. This product is expected to operate at speeds of up to 400 kbps outbound (downstream) and 128-200 kbps inbound (return path). Although not officially announced, we believe the retail price to the consumer will be comparable to current retail prices for the company?s one-way dial-up option on DirecPC today, roughly $149-$249. With box costs around $600, this implies an equipment subsidy of approximately $350-$450. In addition, we estimate another $250-$350 will be spent on advertising and marketing costs and dealer incentives, bringing total subscriber acquisition costs (SAC) per gross add to about $700. From DirecPC subscribers, the company should receive about $50 month. For AOL Plus subscribers, the company has reached a revenue sharing agreement with AOL that gives them $20.50 per month. It is not clear whether AOL will assist in subsidizing an AOL Plus box, or by how much. You might as well get @Home. It's cheaper, faster, and more reliable. Merrill only looks at it from the angle of potential profitability from duped fools bagged, permitted by narrow-minded, uncompetitive, telcos and MSOs.