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

To: ahhaha who wrote (24958)	8/25/2000 2:07:06 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

But how can you get to substance, details, without having precise definitions of the subject at hand? By using whole sentences. You know- a string of words that describe what you mean. Surely it exists but the loss rate to all cable according to AOL runs less than 1% An interesting but highly misleading statistic. AOL has 25 Million members. 1% is 250,000. I'll bet that when he said that cable in the US was around 1 Million (dont forget that AOL is a minor player in Canada). I'd say it's pretty reasonable to say that 25% of early cable adopters come from AOL. What happens when @home is 3 Million? 6? 10? The % of subscribers taken from AOL will rise to match AOL's market share (about 50%). In two years ATHM will have stolen 3-4 Million AOL customers. In 5 years it could be nearly 10 million taken. That doesnt even include the new internet users who pick @home over AOL right from the start. 3 million users is 31222=$792,000,000 in subscription revenues per year taken from AOL. Some of course will stay with the "Bring your own access" plan. I'd guess about 30%, but for the sake of argument lets call it 50%. That results in only $612,000,000 lost. When you throw in the $ they make from forced advertising it could easily approach $1,000,000,000 in lost revenue. Thats in a couple of years- it gets even bigger after that. That ain't chump change even if AOL manages to keep growing in the meantime. Lets agree to this: ATHM barely registers on the competition scale with AOL right now. Its like the little league champions taking on a major league professional team. Give em a couple of years to grow- then you will agree it is competition. Eric

To: ahhaha who wrote (24958)	8/25/2000 2:33:40 AM
From: KW Wingman	Read Replies (1) \| Respond to of 29970

I have for years to nth degree. It's all above and in detail. What you have been doing is spinning BS for years - to the nth degree. The reason for your deceptive spin is not clear to me. It's at the heart of ATHM's failure. Management has not defined the company's mission. I have. The stock price of ATHM may be low but ATHM has not failed, you have failed. You have failed to prove your case that ATHM has failed. In addition, you are a self admitted, three time loser. The only thing you have defined to me is that you are a very deceptive, mostly negative thinking person. I suspect your inclination to look at the dark side is the reason why you turned thumbs down on CIEN when it was trading at $8 about 18 months ago (now over $200)? The data doesn't support the claim that ATHM gains subs at the expense of AOL. What data? AOLs data? Surely it exists but the loss rate to all cable according to AOL runs less than 1%. 1% of what - the world population? In what time frame - 10 minutes or 10 years. What a stupid statement, I have grown to expect better spin from you than this. That spin is not even good enough to be a joke. This is why Case is expressly indifferent about cable take away. Another non logical statement. Case is probably sweating it enough to pay a spin doctor like you to bash and obstruct any opposition in his sight. Do you work for Case as a paid basher? Do you think any reasonable person is going to believe your spin after all this time? Post the stories or your source for your above statements or is it private info direct to you from your good buddy Case. bla bla bla , but again Case emphasized bla bla bla ? BTW, if your source is Case, then I will know that it is BS.