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

To: Randy Ellingson who wrote (5353)	2/11/1999 8:57:00 PM
From: riposte	Read Replies (1) \| Respond to of 29970

@Home, @Home on the Range A snippet from TheStreet.Com, covering the Cruttenden Roth Conference:. @Home, @Home on the Range Penetration, penetration, penetration. That's the mantra @Home (ATHM:Nasdaq) CFO Kenneth Goldman was chanting at the company's presentation. Penetrate the cable-modem business this year, mass market those modems next year. Some might point out that the company has managed to lasso just 331,000 subscribers in its four years of operation even though 13 million homes now have cable-modem capability. To Goldman that illustrates @Home's potential. By 2002, some 63 million personal computers and 15 million TVs in 2002 will have Internet access, a nice market for @Home, Goldman says. Goldman says by the second quarter of this year, consumers will find standardized cable modems in stores, and PCs with cable modems will appear by the end of the year. And watch for those long-awaited Internet-ready, interactive set-top boxes, he says. They will show up by the fourth quarter. "We now have it up and running," Goldman says. "General Instrument (GIC:NYSE) just has to get the boxes out." Cable-modem acceptance is growing. The company started in 1998 with 50,000 subscribers but pulled in 120,000 new subscribers last quarter alone. Goldman hopes to spread the word about @Home cable modem service through its recent merger with Excite (XCIT:Nasdaq), which will give it access to Excite's 20 million registered users. @Home stock, meanwhile, rose 14% to close at 109 7/8 Thursday. thestreet.com

To: Randy Ellingson who wrote (5353)	2/11/1999 10:34:00 PM
From: RedCrystal	Read Replies (1) \| Respond to of 29970

<<Is there a web site where he or she documents the progress?>> Yes, he tracks his portfolio in great detail. Here is a partial listing of the daily trades in his portfolio. Thursday, 2/11/99 Trading Demonstration Portfolio - Started 4-20-98 - Currently up 129.9% Original value: $45,000.00 Current value:$102,662.56 Annualized Return: 168.8% Trade Log. 2-10-99 Bought 700 GPTX at $11.50 Bought 200 PCTY at $15.94 Bought 700 ADPT at $22.25 Bought 800 SDTI at $17.38 Bought 500 ANLT at $26.94 Sold 800 SDTI at $17.75 Sold 500 ANLT at $26.50 2-10-99 Bought 1000 GICOF at 8.50 2-8-99 Bought 1,000 PPOD at $7.63 Sold 1,000 PPOD at $8.38 Sold 800 GICOF at $9.56 Sold 500 CMED at $13.88 Sold 800 GPTX at $12.38 Sold 1,000 CHEZ at $6.38 Sold 1,000 CETV at $7.13 Sold 500 INTV at $12.00