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


To: Stuart C Hall who wrote (3425)12/16/1998 8:54:00 PM
From: ahhaha  Read Replies (2) | Respond to of 29970
 
The company should break even during the first quarter. That's all that can be said. You can't yet apply any evaluation models meaningfully. Lots of analysts are trying, but all of that will only mislead you into making the wrong decision.

It's simple. If you're long, such cogitation will only give you a possible reason for selling. If you aren't long, they will only give you reasons for not getting long. How about adding or reducing to an existing position based on computation? A coin would be as effective of a decision maker as any computation. You buy and hold on faith alone here.



To: Stuart C Hall who wrote (3425)12/16/1998 9:13:00 PM
From: Jing Qian  Read Replies (1) | Respond to of 29970
 
What's the valuation here? If athm turns out to be the AOL for Cable Internet Access, we are extremely undervalued here. It could be a 20 baggers before you know it. However, if athm turns out to be just another ISP that provides some value, it will have its customer base even though not as recognized as AOL, we are valued just about right.

So, the money won't go wrong here. The issue is a 20 bagger versus a 5 bagger. Everybody is gonna make some money here. In fact, I am gonna subscribe to @Home service as soon as TCI starts to offer the service in my city. For a 100 times faster access, it's nothing to pay $10-20 more for it. Plus, it won't tie up my phone line while on line, my kid will no longer complain about anymore.



To: Stuart C Hall who wrote (3425)12/17/1998 8:36:00 AM
From: Dana Merrill  Read Replies (1) | Respond to of 29970
 
Can any accountants get out the slide rules and give us some valuation models?

Here's one attempt:

fool.com

(drop about halfway down the report for the @Home valuation)