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

To: Xenogenetic who wrote (4973)	2/1/1999 5:48:00 AM
From: Hiram Walker	Read Replies (1) \| Respond to of 29970

Adam, even if ATHM grows at 187% a year for the next 5 years,they are still going to be significanltly overvalued. The reason for the only 25% growth has been the slow adoption of 2-way HFC by the cable companies. HLIT had MetroDWDM 2 years ago, no cable company wanted it. Adam, same thing with what HLIT is doing, their allegiance with VBITS for channel reuse and inserting advertising from the Satellite feeds will not be a commodity. Their switching channel capacity and invisible hub architecture is not a commodity. They have made the best externally modulated continuous Yag laser transmitters for over a decade now. Germany was founded on good engineering and efficient products. HLIT is founded on the best laser engineering in cable. Adam, when did you gain knowledge on what HLIT is doing? Well, you people from the a different angle anyway. I understand your take,only the service providers will win. But then again in a war, I don't care who wins, I wanna supply the bullets to both sides,that is my take. I should not have come in here,I have been avoiding this thread for a long time. Good luck people,I believe in ATHM and T,and think they are doing everything right.Cox is still the best @Home service though. Hiram