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

To: StaggerLee who wrote (2568)	7/25/1998 1:06:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 29970

Of course, StaggerLee, you are correct. The flows on the 'net follow the laws of the 'weakest link,' despite providers' sometimes overzealous claims. I attempted to address this issue in the last mile thread, and although some of the focus there is on xDSL services, many of the same principles apply. Message 5260506 Best Regards, Frank C.

To: StaggerLee who wrote (2568)	7/29/1998 1:12:00 AM
From: StaggerLee	Read Replies (1) \| Respond to of 29970

This spreadsheet projects ATHM's revenues and expenses into the future. I have used lower sequential revenue growth rates, and higher expense growth rates, than ATHM has experienced over the past 5 quarters. This analysis suggests EPS of $15.94 for 2001. :) Growth Rate %45% 20% 15% 40% 4% Revenue Oper Prod Sales 4Q mil's Expense Devel. Exp G&A Profit EPS EPS Qtr. Year 1 98 5.8 8.6 3.6 2.5 2.9 -11.8 (0.08) 2 98 9.2 10.0 3.9 4.4 2.9 -12.0 (0.08) 3 98 13.3 12.0 4.5 6.2 3.0 -12.3 (0.08) 4 98 19.3 14.4 5.2 8.6 3.1 -12.0 (0.08) (0.32) 1 99 28.0 17.3 5.9 12.1 3.3 -10.5 (0.07) (0.31) 2 99 40.7 20.7 6.8 16.9 3.4 -7.2 (0.05) (0.28) 3 99 59.0 24.9 7.8 23.7 3.5 -1.0 (0.01) (0.20) 4 99 85.5 29.9 9.0 33.1 3.7 9.8 0.07 (0.06) 1 00 124.0 35.8 10.4 46.4 3.8 27.6 0.18 0.20 2 00 179.8 43.0 11.9 64.9 4.0 55.9 0.37 0.62 3 00 260.7 51.6 13.7 90.9 4.1 100.3 0.67 1.29 4 00 378.0 61.9 15.8 127.3 4.3 168.7 1.12 2.35 1 01 548.1 74.3 18.1 178.2 4.5 273.0 1.82 3.99 2 01 794.7 89.2 20.9 249.5 4.6 430.6 2.87 6.48 3 01 1152.3 107.0 24.0 349.2 4.8 667.3 4.45 10.26 4 01 1670.9 128.4 27.6 488.9 5.0 1020.9 6.81 15.94