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

To: Michaelth1 who wrote (23870)	7/25/2000 10:43:32 AM
From: Ahda	Read Replies (1) \| Respond to of 29970

To begin with Athm is a provider for t. Secondly the cable is referring to digital phone also. Third unless you are God it is very difficult to project how many subs until you have the cable up and ready to go. The point I was trying to make was T has invested huge sums in the future . The investment has merit it appears. The market is discounting merit at this present time. One can only enlighten that which is open to enlightenment!

To: Michaelth1 who wrote (23870)	7/25/2000 11:14:21 AM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 29970

Michael, the 1,600 per-day cable install does not imply an upper limit to ATHM new subscriber growth. There are still a lot of folks who already have the cable laid but who have not signed up for the service (or as Grace says, do not yet sit on activated nodes). 57% of TCI's 15 million customers have the second cable trunk down, and I believe 80% of MediaOne's 5 million customers do (although they can choose RoadRunner). ATT's current cable install rate will never be a problem until ATHM has penetrated the existing "footprint". Besides, by the time ATHM gets all those customers, ATT install rate will be a moot issue because ATHM would have the critical mass necessary for huge positive cash flow. Regarding reaching new subscriber targets. I doubt very much that ATHM can reach the 3 million mark. 2.5 million is easily doable at current sign-up rates. If the self install movement gets going, I see 2.8 million by year end. DocStone DocStone