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

To: Educator who wrote (23262)	6/21/2000 8:23:00 PM
From: E. Davies	Read Replies (3) \| Respond to of 29970

I still skim the boards now & then. The bottom line however is that there is nothing left to say. The company continues to execute and the stock continues to suck. Without earnings nobody has a clue what the stock is worth. No news is good enough. I read James Cramer religiously because he is a great example of your typical money manager. I've learned more about how the market thinks from him than anybody else. Here's what he had to say today about ATHM: Subscribers who took our poll didn't favor digital subscriber liners, they favored cable modems. The anecdotal evidence about DSL is all horrible. Even I admitted it. So why bother? Why not conclude that the cable companies are going to win? They have four times the subscribers, they are rolling out aggressively and they seem to be doing a pretty good job of it. Ahh, but here is the rub. You can't make any money off that rollout. You can own Excite@Home (ATHM:Nasdaq - news), which is behind a lot of the rollout, but that company seems like it doesn't have its act together and what is the value of Excite? Beats the heck out of me thestreet.com I'm still dollar cost averaging. Buy a little every month- hold for eternity or until the company stops executing. I once said ATHM could have over 200 million subscribers in 20-25 years. US- Canada- Japan- Australia- the Netherlands-Germany & now the rest of Europe- India -China. Maybe I was not optimistic enough. Nope- Not good enough for this market. All they can say is "Where's the vision?" Sigh. Eric