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

To: GraceZ who wrote (23773)	7/21/2000 6:48:54 PM
From: E. Davies	Read Replies (3) \| Respond to of 29970

If there is paying work to do, subcontractors will materialize. Those guys gotta get paid. Lets say it takes 1 person 1 hour/home including transport time. Including materials/overhead etc lets wild guess $75/customer. I'd bet its a lot more than that right now. Ok- @home needs 5 million new customers in 2001. That means the MSO's will need to spend $375,000,000 next year on truck rolls. 5,000,000 man hours. There are roughly 2000 man hours in a year so you need 2500 installers working full time. I think 2002 the goal was 12 million new customers. Say they manage to cut the cost of a truck roll to $50. Thats $600,000,000 spent on truck rolls. 6000 installers. Feasable? Nope. They can't even do 40,000 a quarter now. You honestly think they can ramp to 3,000,000 a quarter in a couple of years? Self install is vital or ATHM will always be second string. Eric