Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E. Davies who wrote (24365)	8/1/2000 7:19:50 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 29970

Of course the market cap @13 1/2 was a lot smaller then than it is now. Therein lies a lot of the problem. Yes, but the price-to-sales ratio was a lot higher in those days too. There were no sales <g>. On a different note: Will Bell count the 300K Cello customers towards his subscriber target of 3 million by Xmas? If so, 3 million is doable. But will this be Kosher? DocStone

To: E. Davies who wrote (24365)	8/2/2000 6:29:31 PM
From: RocketMan	Read Replies (1) \| Respond to of 29970

Of course the market cap @13 1/2 was a lot smaller then than it is now. Therein lies a lot of the problem. I always thought that ATHM should have focused on its strength, which is BB pipes, rather than the riskier strategy of trying to become the AOL of BB by becoming a turnkey portal. Even AOL could not pull that off with dial-up and DSL, they had to become a content provider with TWX. If ATHM had not pursued that Excite merger, and focused on BB service, maybe they would have achieved a higher sub growth rate, and then moved into content. That's how AOL did it, first they got the subs, then went in 100 different directions before figuring out what made the most sense. I know these issues have been discussed ad nauseam on this thread, but 20-20 hindsight is always perfect. All I can say is that at this rate ATHM will either (1) eventually be delisted, (2) be bought, or (3) make a huge turnaround. Two out of three of those possibilites aren't bad.