SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?


To: E. Graphs who wrote (6864)3/26/1999 7:56:00 PM
From: Chia-Bin Wang  Read Replies (2) | Respond to of 29970
 
ATHM --- 5 Years from Now?
[1] If the "hype" continues, $45,000
[2] If it capture only 20% of market, $1,200.

=======================================================
[1]
AOL --- split 6 times last 5 years (64x share #)
5 year performance 111x
Cap Size = 117 B (as march 25,99)

ATHM --- not yet split
20 months (=5/3 years) performance 6.7x (extrapolation = 6.7*6.7*6.7 = 300x
Cap Size = 18.75B (as march 25'99) x 300 = 550B (=5/4 MSFT now) which equal $45,000 a share

=======================================================
EPS Growth for the next 5 years from Yahoo Research

ATHM 57% (why this low <good change to beat the estimation>? I thought last year we had 600%, this year looks like 400%)
AOL 50%
=======================================================
[2]
If the internet community 3x in 5 years (to 150M+ people online)
can ATHM take 20% of them? (30M) If it will, then it should worth
about the same Cap size as AOL today, that will give ATHM @ $1,200.

=======================================================

If AOL is no hype, why is ATHM?

Comment?