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

To: FR1 who wrote (23250)	6/20/2000 7:43:00 PM
From: FR1	Respond to of 29970

Here is a post from bigwayne19 on the fool thread on the meeting: ---------- stockholders' meeting: the bad news is that they had smoked salmon for the shareholders. my experience is that the ritzier the layout, the worse the stock price will be in the near future. and, of course, alerted by my fool-cap, they snuck over to my home and cut my cable connection, which is why the delay in getting back to you-all . . . they had 'puters set up to try what a fast connection really was like. and, they had the guy who was responsible for the "content" to respond to anybody's questions. the customer care rep, david bagshaw (e him at: bagshaw@corp.home.net ) was there to cluck sympathetically (not very...), except that he also gave me this address and asked me to send him my connectivity probs as they arose. athm will have 3 million by the end of the year. they'll defer any profit 'til sometime in 2001. they'll continue resisting the Cablevision suit and carry on, business-as-usual. they're keeping xcit, for sure, since 10% of today's new subscribers come from freelane and the excite page there (narrowband). they're gonna do 5 things: 1) hustle subscribers (presently twice as many as their closest competitor [roadrunner] -- also athm is the 8th largest isp (narrow or broad). 2) really try to improve subscriber satisfaction, even though the churn rate about equals the rate at which affluent subscribers move out of an area that has athm. 3) start to pay attention to the media business side (targeted ads, etc.) 4) build out commercial usage of the fiber backbone (very high margin - since the backbone's already built) 5) expand internationally, even though (for example) china has 17,000 unconnected individual isp's... (no sonnet rings - whatever that means) george bell thinks that 7 email, 7 meg storage and 5 devices is a sufficient answer to aol's internet device. ad revenue only missed their goal by 3/4 of 1%, yahoo's ad revenue includes commercial business, and lycos has a different fiscal year (making comparisons problematical). the existing user base (at athm) = ~9 million of aol's subscribers (in terms of internet/computer usage). i mall has changed its name to "storebuilder". athm uses matchlogic to define and target ads to athm's users. athm is worried about subscribers' privacy rights, so they're using this very delicately at the present. the matchlogic database is Oracle's 4th largest . george seemed to think that was a big deal. ads for pornography cause other advertisers to leave and click-throughs are only paid if a subscriber clicks on the porn ad. all other ads are paid for, whether or not . . . the price of the stock, according to george bell, was "...outside the scope..." of his ability to control, so he wasn't going to try. Chello passes 18 million homes, athm only 15 mil. athm and chello have no relationship, "...presently.", says george. athm will start getting the roadrunner subscribers ('cause of the mediaone deal) at the end of 2001 "...if aol, but maybe not." Big Freedom isn't free . . . the price of freedom is eternal vigilance . .