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

To: GraceZ who wrote (23995)	7/26/2000 11:55:51 AM
From: JayPC	Respond to of 29970

Shaw@Home has invited me to a BBQ. I'm thinking of going and eating 15 and 1/16th hotdogs in honor of today's low. Grace, I'm still not a shareholder. Fool me once... Regards Jay PS. Ah, I'm still a fan of self installs (if they were possible)

To: GraceZ who wrote (23995)	7/26/2000 12:20:32 PM
From: Michaelth1	Read Replies (3) \| Respond to of 29970

Grace: <Remember the Pentium bug? The busy signal crisis at AOL?> Yes and yes. Have people stopped buying Intel chips or signing up for AOL? No and no. In fact, they are doing so at faster rates than prior to these crises. <If you think that 500,000 unhappy customers out of 5 million is OK> Do I think it's OK? I guess it depends. Of course I'd rather have zero unhappy customers. But that doesn't address my point--sacrafice a "few" unhappy customers (maybe) at the sake of many, many new happy customers. While I applaud (seriously) your business accument and your ability to maintain very satisfied customers, ATHM is playing a much larger game with much different rules. My original question is whether you'd want 5,000,000 subs of which 500,000 were unhappy (but probably not leaving) or 1.8 million subs who were very happy. I guess I feel that @Home's product is so superior that people that are not immediately satisfied because of technical problems will almost always not leave @Home. 25 million people are not satisfied with AOL on one level or another, yet they generally stay. I'm not saying that AOL doesn't have fairly high attrition, my point is that people who are remotely satisfied with a product (particularly one that they get attached too like an ISP and its e-mail addresses, customization, etc.) usually don't change unless a far superior product is available, either on a cost or performance basis. I don't see that "far superior" product out there, therefore the risk of attrition is minimal, so let's reel in the subs and deal with the problems as they arise.

To: GraceZ who wrote (23995)	7/27/2000 1:01:42 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Money flow is distinctly positive. My personal opinion is that money flow is an irrelevant concept. In the case of ATHM it simply means that the sellers have larger size than the buyers. I can tell you how ATHM trades. 7 days out of 10 there is somebody or several somebodies with tons of shares to sell that sit at bid +1/16 and sell and sell and sell. Eventually they back off so the stock wont drop too far, give it a few minutes of rest and start the whole process over again. Its very boring to watch. What does it mean? It means a few big sellers and a pile of small buyers. I used to think that someday soon the sellers would run out of shares. Now I'm starting to wonder- this may take a very long time. This is the attitude of the larger concerns that think that they are my competitors. It is a sad but true hard cold reality of life that you almost always have two choices: Big with lousy service or small with good service. Note that your competitors are "larger". There is a reason for that. ATHM still has a $6 Billion market cap. They have to be big. They have to be growing. Fast. They cannot avoid unhappy customers. Eric