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

To: KailuaBoy who wrote (19873)	2/28/2000 8:19:00 AM
From: Robert Scott	Read Replies (1) \| Respond to of 29970

Interesting metrics. In mid 1998, ATHM sold for $27,000 per subscriber while AOL sold for $1,834 per subscriber. At year end 1999 @ current stock prices, these numbers have changed to $11,304 and $5,718. At current rates, @Home will have 2.4M subscribers so figuring in an increase in the growth of adds each quarter which they have been doing so far, 3M subscribers is doable. @ AOL's market cap per subscriber, that translates into a market cap of $17.150B or a 32% increase from here = $45/share.

To: KailuaBoy who wrote (19873)	2/28/2000 11:54:00 PM
From: gpowell	Read Replies (1) \| Respond to of 29970

How easy would it be for ATHM to entice content providers to host content directly on the ATHM bone. Pretty easy I would guess, certainly easier still as ATHM's subscriber base grows. I don't believe ATHM would need to entice any particular site to migrate over to the ATHM network. Those that need enticing probably wouldn't need exposure to ATHM's high end always on end users. It would not be long before the geeks of the world recognize an opportunity to provide sites that satisfy end users appetites. For instance, an online broker should want to ensure that their customers have every possible chance of obtaining access to critical information - charts, research reports, CEO interviews, etc. regardless of the congestion on the web. Why not host from ATHM's proprietary network? There is a business opportunity, for someone, designing sites hosted from ATHM's network. You could call it ivendor@home. ivendor.com I wonder though, is ATHM's network capable of becoming a world wide intranet with the hosting capabilities you allude to?