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 (24712)	8/16/2000 9:59:54 PM
From: Orcastraiter	Read Replies (1) \| Respond to of 29970

E. Davies said: Let me put it this way: Without self install the drop in ATHM's stock price will be roughly equivilant to the drop we have seen from all time highs. In other words ATHM will be a $2 stock. Its that simple. WAKE UP PEOPLE. Bell said that there will be 3 million subs in North America by the end of the year, 6 million by the end of 2001 and 10 million by the end of 2002. That's roughly adding 3 million in 2001 and 4 million in 2002. That is not linear growth. The question is; Does the "self install" figure in to these projections, or is it gravy on top of the projected subs? Orca

To: E. Davies who wrote (24712)	8/16/2000 10:36:36 PM
From: gpowell	Read Replies (2) \| Respond to of 29970

Without self install the drop in ATHM's stock price will be roughly equivilant to the drop we have seen from all time highs. In other words ATHM will be a $2 stock.Its that simple. WAKE UP PEOPLE. Currently, the growth in ATHM subscriber base is actually ahead of AOL's growth at a comparable stage of development. Here is a chart comparing AOL's and ATHM's growth, quarter for quarter: members.home.net This next chart extends from the current quarter two scenarios: 1. Continued growth at 300K per quarter and 2. Growth ramping to 800K. As orca points out the statements made by Bell, and Jermo before him, would indicate a rise in subscriber rates to about 1 million per quarter by 2002. members.home.net Bottom line, as far a subscriber rates are concerned there is no need to panic.