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

To: E. Graphs who wrote (2815)	9/17/1998 1:33:00 PM
From: deeno	Respond to of 29970

media/entertainmnet conference going on. Some Analyst insights **The views expressed are those of the macro department and do not necessarily coincide with those of the Fundamental analyst. For full investment opinion definitions, see footnotes. Investment Highlights: ú No change to outlook in presentation at ML Media/Entertainment conference. ú Theme of speech was "if you see it, you buy it", "if you buy it, you keep it". Churn remains remarkably low at 4%. ú Subscriber growth remains robust but continues to be impaired by installation difficulties; retail cable modems and digital set top boxes to provide relief. ú Speculation remains regarding future combo with Roadrunner, a combo which we think would seal an already wonderful fate. ú Shares continue to trade on speculation regarding incremental growth from digital set top boxes, prospects for IP telephony, etc. Fundamental Highlights: ú Expect subscriber count of 210-215k by 9/30, down modestly from original expectations but in line with internal forecasts. Year end estimated 300-325k. ú Revenues of $12-$13MM still seems rational, up from $9.2MM in Q2 & $1.9MM in Q3 '97. ú Homes passed of about 10.5MM by quarter end and roundly 13MM plus at year end. Bulletin United States Information Processing - Internet Software & Svc

To: E. Graphs who wrote (2815)	9/17/1998 2:28:00 PM
From: Michael P. Michaud	Read Replies (2) \| Respond to of 29970

I hate to admit it, but if the judicial committee allows the clinton grand jury tape to be viewed by the public, it could give our athm some publicity. @home is prepared to release it immediately to the subscribers. With broad band, vid streaming capabilities, viewers can access the whole thing over the net!! Do you think the stock action today reflects this?? Or is there something bigger cooking? Mike