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

To: gpowell who wrote (21047)	4/19/2000 5:53:00 PM
From: Educator	Read Replies (2) \| Respond to of 29970

"ATHM is upping estimates for subscribers from this point on, but are also increasing estimates for expenses, which is in direct contradiction to guidance given last quarter, and guidance I received from investor relations a month or so ago. I've been bagged." Hi GP- The earnings miss was a bummer. I don't like it, and the Street is showing its disgust in after hours. I know the future loss in earnings is disappointing. When I read your post and then the @Home report, I couldn't believe my eyes. I suppose there is a silver lining. What picked me up was seeing the projections; year 2000 (3 million), 2001 (6 million), 2002 (10 million) subscribers. Achieving 10 million by end of 2002 is nothing to sneeze at. Are those numbers realistic, or a ploy to get a positive spin on the report? I feared the miss today. I was not having good vibes. Big things will need to happen for this stock to move. We have never been more out-of-favor. Did you notice how we barely had a mention on CNBC. APPL got all the attention. T must have known the status of ATHM's quarter performance. Regardless, T feels the future is bright for this company. Someone please point out some more positives. Ed

To: gpowell who wrote (21047)	4/19/2000 11:36:00 PM
From: Ron Dior	Respond to of 29970

This is what it is all about. Subscribers will bring profits. The Company stated that its goals are to have a total of at least three million residential broadband subscribers by the end of 2000, growing to six million subscribers by the end of 2001 and ten million subscribers by the end of 2002. From the chart below using the growth models given by both AOL & ATHM. ATHM should pass AOL subscriber clientele by the year 2006. AOL's subscriber growth is falling as ATHM's will rise until 2002 then begin to decline. This is just a simulation but gives an idea of just how important these numbers can be. (projected at current growth rates for AOL/ATHM) AOL (1999)20,000,000 (2000)27,000,000 (2001)32,000,000 (2002)36,000,000 (2003)39,000,000 (2004)41,000,000 (2005)42,000,000 (2006)42,500,000 ATHM (1999)1,000,000 (2000)3,000,000 (2001)6,000,000 (2002)10,000,000 (2003)17,000,000 (2004)26,000,000 (2005)37,000,000 (2006)45,000,000 Also I think T has something up their sleeve. I would look for Bell to be getting the hook very soon and T's announcement of something big. Ron Dior