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

To: M. Frank Greiffenstein who wrote (23841)	7/24/2000 7:42:27 PM
From: Carolyn	Read Replies (1) \| Respond to of 29970

I think most residential users still do not have a clue about high-speed internet service. They are content with their AOL and their email, thinking they are connected. But at work, and when their kids go to college, the landscape will quickly change. And when they move into new houses with cable/DSL access. That is the problem; it takes time.

To: M. Frank Greiffenstein who wrote (23841)	7/24/2000 10:33:56 PM
From: Michaelth1	Read Replies (1) \| Respond to of 29970

DocStone <Talking about apples and oranges, it is much more fruitful (sorry!) to ask how ATHM compares to AOL on a calendar basis. How does ATHM subscriber base compare to AOL base/revenues at the same calendar points since inception? AOL started in 1985. Where were they by 1988? I don't know what their subscribers numbers were then or what revneue they had, but I can take a wild ass educated guess and say far below where ATHM is 3 years after inception. ATHM is one of those business that will succeed in spite of itself> I hope that you are correct. Few companies, imo, have the potential of ATHM. I agree that comparing AOL and ATHM is apples to oranges. After 3 years, AOL was no where near where ATHM currently is--but its market cap was also no where near ATHM's. Lots of upside was experienced. AOL had the benefit of developing before "Internet-time" meant anything. Let's hope that ATHM gets half of that upside. AOL is THE most successful internet company. AOL's product sucks. Its product was inferior from the beginning and the gap has widened. Even so, AOL succeeded. ATHM could learn a lot from AOL, with respect to marketing and otherwise. I think that the knew-jerk "whatever AOL did is irrelevant" attitude is unhealthy for ATHM and its shareholders. Disclosure: haven't held AOL since 1997 and I'm not short ATHM.