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: Solid who wrote (26176)	10/25/2000 5:35:33 PM
From: gpowell	Read Replies (3) \| Respond to of 29970

Thanks solid, I wasn't able to listen to the cc too closely, so I might have missed it. But it appears 2 billion in revenue is off the table for 2002 – it wasn’t mentioned. If we assume ad/e-commerce revenue trends to AOL's ratio then ATHM should bring in about 1.6 billion in 2002, excluding international of course. This is a 20% reduction from previous company statements. In addition, they failed to mention domestic settopbox deployment for the first time in several quarters. Now for the good news; if ATHM only loses $0.08 to $0.10 in Q4 then margins must improve slightly compared to Q3 and Q2 (perhaps the first hint of economies of scales asserting themselves?).