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

To: Luce Wildebeest who wrote (19805)	2/23/2000 4:43:00 PM
From: Ahda	Read Replies (1) \| Respond to of 29970

excite.com This is the front page and i am not trying to offend nor commend anyone but it kind of like the inquirer. I feel that particular paper caters to people who arn't high tech and broad band is high tech. Hopefully things will change.

To: Luce Wildebeest who wrote (19805)	2/23/2000 6:53:00 PM
From: Maverick	Read Replies (2) \| Respond to of 29970

4 reasons why ATHM is a compelling buy cableworld.com Excerpts follow: Forget about today, look ahead to the year 2002. The company will have extended its backbone reach around the world. It will have six million high-speed cable modem subscribers, with perhaps half of those subscribers owning their own modem. They will have a strong, Excite-branded broadband product. They will continue to have relationships with cable opera-tors, standing side-by-side with them with hands out to grab a piece of the revenue coming their way from ISPs desperate to get on cable's broadband pipes. And they may have a sizable part of the TV portal business. Remember cable always likes to have a few vendors for any product it buys. This issue's Q&A on page 28 with Excite@Home CEO George Bell points up the opportunities the company sees, even in a nonexclusive world. And here's what Bell points out that people sometimes miss. Excite, the narrowband service, has 51 million registered users. Yes, hits to the pure Excite.com site have had a plateau, but the same could be said for pure Yahoo! or Lycos sites. Web portals are only growing if they buy new properties. Some two-thirds of Excite users access the service at work at speeds ranging up to T1. Yes, Excite will reinvent its narrowband Web service by adding more broadband-type content. Some may look at the small residential broadband universe and say that's ludicrous, even though the segment is growing. But if many of your customers can use broadband content features from work during the day, the switch to broadband is less scary. It's also smart marketing. The more consumers use broadband transmission speeds and content at work, the more likely they'll be to buy cable modems for the home. Second, the six million home headstart with strong Excite-based content should make modem churn figures, circa 2002 and 2003, very small. Do some people churn out of AOL today? Yes. But relatively few people churn out from faster cable modems. Every new home Excite signs up by then just gives it a headstart over potential ISP competitors. Third, Excite@Home may find only half its total reach is in North American homes in 2003, down from the 80% today. That will help set Wall Street minds at ease. And fourth, and perhaps most the important, Excite@Home, circa 2002, will have the most experience running a broadband backbone with more subscribers than any other company out there. They will be the experts in a new frontier. And people pay dearly for that kind of experience. And any new ISP wanting to get on a cable system will likely pay a toll to Excite@Home, unless it wants to take on the more expensive proposition of replicating a huge Internet network itself. Plus Excite will have had the experience of handling thousands of simultaneous videostreams and other worst-case broadband traffic nightmares. To the experienced goes the spoils. Even up until 2002, there will be Excite doubters. But given the company's asset base, plenty of executives would gladly take Excite's "problems."