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

To: ahhaha who wrote (23734)	7/21/2000 1:41:48 AM
From: Richard Habib	Respond to of 29970

Metrics have been important in managing American business for quite a few years now. "If you can't measure it you can manage it." I'm sure your familiar with that quote. Again, whether you agree or disagree with current management practice in America is not of much interest. Your correct that in the longest term the most important consideration in the stock value will be earnings measured over the long run. Yes the market is valuing companies based on earnings 5 years out - but that is the market as silly as it is. You tend toward extremes when you imply that only the longest term investors have a valid strategy. There are other valid strategies with other time frames. There will be people who buy as well as sell ATHM this year and next. Some of those people will make money & some will lose money. But for all of them the 3M guidance is important - whether it is for the company or not is a different matter. Once again you tend toward extremes. Bell is not a complete moron nor is he a genius. His comment regarding the availability of self-install w/o truck rolls in time for the holiday ramp combined with his failure to lower the 3M guidance indicates ATHM engineers & managers likely believe self-install will accelerate subs. They likely feel the 3M target is not completely out of reach in light of self-installs. Whether that's a valid assumption of their part is a matter for discussion. But that and why Blodget didn't even mention self-install (A new & potentially interesting development) is a more interesting discussion.