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

To: Educator who wrote (21052)4/19/2000 6:39:00 PM
From: gpowell  Respond to of 29970
 
My investment premise for ATHM, is that their long term growth will, in large, be dependent upon the subscriber numbers they achieve before open access. Therefore, the estimate for 2000 through 2002 are very encouraging.

Are these goals achievable? Certainly.

I would have expected signs of infrastructure payoff this year, with earnings growth starting next quarter. The new guidance is very disappointing - but if the expenses are due to infrastructure build up in Europe I might be able to recover from the shock and put a positive spin on these developments. At this point, I'm discouraged.




To: Educator who wrote (21052)4/19/2000 6:42:00 PM
From: MIKE REDDERT  Read Replies (1) | Respond to of 29970
 
Someone please point out some more positives.

I think you are still in the denial phase. Do you really think the street will believe their subscriber targets ? These guys can't even wipe their own butts without help.

Mike


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