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

To: gpowell who wrote (19900)3/1/2000 8:15:00 PM
From: Rob C.  Read Replies (2) | Respond to of 29970
 
GP,

IMO Excite/At Home will not be around by then, there will be alot of consolidation in this industry. The big boys will eventually buy every smaller to middle sized player.

Have a good night,

Rob



To: gpowell who wrote (19900)3/2/2000 3:40:00 PM
From: gpowell  Respond to of 29970
 
I had assumed 13 million subscribers by the end of 2002, revenue of 3.3 billion, operating profit margin of 43%, and a 60/40 split between ad/e-commerce and subscription revenue. These are now 8 million, 2 billion, 35%, and 50/50.

ATHM should expect to earn (from subscription and ad/e-commerce revenue):

$0.08 in 2000
$0.57 in 2001
$1.29 in 2002

Before charges, and assuming no further share dilution.


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