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

To: Roader who wrote (5938)	3/3/1999 7:16:00 PM
From: Neal davidson	Respond to of 29970

What are you, nuts? <<VBG>> I bought last week at $105. This is the only true competition to AOL. Do you have ATHM at your house? I have it, and it is great...exceptionally fast. I had AOL at my house for a long time, knew how good it was, and never bought. That was a big mistake that I am unwilling to make with ATHM.

To: Roader who wrote (5938)	3/3/1999 7:29:00 PM
From: George the Greek	Respond to of 29970

Couldn't agree more. Time to get in was mid '98, when the valuation was more reasonable. Tech which ran up strongly this year seem to be too vulnerable due to overvaluation syndrome. If I read the text of the CFO Goldman at the H&Q conference, he's prognosticating 30% to 35% operating income on $2B revenue in 2002, which puts operating income at about $5/share. How might this translate to bottom-line EPS using some assumptions? Those numbers are two to three years out... Seems pricey right now. George