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


To: Ted Resnick who wrote (22126)5/11/2000 9:35:00 PM
From: Solid  Respond to of 29970
 
Thanks Ted, nice interview.



To: Ted Resnick who wrote (22126)5/12/2000 2:41:00 AM
From: gpowell  Respond to of 29970
 
Worth highlighting:

Fool: Near term, your industry has been all about explosive growth. For the investor who wants to own your company for the next 10 or 20 years, though, how do you plan to create the most value for shareholders after industry growth slows? And what will most likely be your primary profit drivers over the next decade?

Smith: There are two real value drivers currently: First, our network. The @Home network is poised to become as powerful an enabler as Intel. Think of it as the cable version of "Intel Inside." It is our infrastructure and offers our shareholders a value that is sustained long after the dot-com craze dies. Second, the Excite service is the most personalized portal experience online today. It took years to build and is unique. It's difficult to replicate. And, as we expand it to other platforms such as wireless, its value to both our customers and shareholders will increase.


Potential investors - this is what you are buying.