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

To: Jing Qian who wrote (4296)	1/15/1999 1:37:00 AM
From: Jing Qian	Respond to of 29970

What Motley Fool folks think about @Home today: The "thick of things" includes earnings. We'll have earnings reports from several of our Rule Breakers in the coming weeks. Behold: Date Co. Estimate 1/20 @Home -$0.06 1/20 Lucent $0.99 1/22 Amazon -$0.19 1/22 Iomega $0.05 1/27 3Dfx $0.05 Iomega (NYSE: IOM) is expected to report its first profitable quarter in nearly a year (hey, the big Foolish competition is actually between Iomega and 3Dfx: which will report higher earnings?!), while Lucent (NYSE: LU) should report record results and our Internet companies should lose money. Profit ain't the aim right now. Growth is. But they're losing less money than in the past, at least in @Home's (Nasdaq: ATHM) case. It will probably lose about $10 million (it recently raised $200 million with debt, by the way), lower than its previous six quarters of losses (which averaged $13 million). The company should be profitable in 2000. Here's why. "Ramp." @Home is ramping its business like Evel Knievel before a jump over 50 stacked cars. Our company ended 1997 with 50,000 subscribers. It ended '98 with 330,000, above estimates by 20 grand. At the end of '97, it had 2.7 million homes essentially ready for its service. It now has 59 million. And the company's recent deal with AT&T (NYSE: T) is promising. Even without it, ADSL technology doesn't have the reach to challenge @Home in due time. First mover. Brand name. Market penetration. You name it. @Home is AOL on speed.

To: Jing Qian who wrote (4296)	1/15/1999 1:53:00 AM
From: Tera Bit	Read Replies (1) \| Respond to of 29970

>Cisco thinks Cable will prevail I can't speak for Cisco but historically, they attempt to cover all bases. They bought NetSpeed to cover the ADSL base. Given that US West liked the NetSpeed product and planned on using it, the bet seemed smart. To some extent the aqusition has been successful but there have been DMT developement problems which have precluded wide deployment. Moreover, logistical and regulatory hurdles have hurt the ADSL market and gotten Cisco's attention. The problems RBOCs face deploying ADSL are no different than those faced by the cable companies deploying cable modem service. The issue is cost not the technical ability to make the service work. The broadcast topology employed in cable networks is quite similar to the 10Base5/LAN world that also happens to be Cisco's bread and butter. Deep down, I think Cisco believes that architecture plays more to their strengths.