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

To: Neal davidson who wrote (7249)	4/1/1999 9:41:00 PM
From: Educator	Respond to of 29970

Neal- Great article! I am anxious for that first quarterly profit! Just wait until @Home is "self-installed." The numbers will certainly grow then. It is good to have AT&T providing the financial backing to upgrade those TCI cable networks. I wonder how other cable companies are dealing with upgrades? Ed

To: Neal davidson who wrote (7249)	4/1/1999 9:41:00 PM
From: JakeSki	Read Replies (2) \| Respond to of 29970

No kidding. Too many customers! What a great problem to have! They had better get on the stick and pump some major $$$ into infrastructure before people go elsewhereville. Nice short term weakness means buying opportunity. -- Jake

To: Neal davidson who wrote (7249)	4/2/1999 12:52:00 AM
From: Bud Fox	Respond to of 29970

This article confirms what others on this thread have said. The demand for service is the Bay area is huge. With smaller cities in the South Bay area overwhelming them, just imagine what demand will be like when TCI enters San Francisco itself. Until recently, Comcast and Cox had been providing the subscriber growth. TCI, for various reasons, was lagging. Now they appear to be starting to move. It is a little disconcerting to have to depend on TCI@Home as the main engine for growth. Cox and Comcast have both proven to be far superior. Of course, all the other @Home service areas are swamped. I personally waited 8 weeks to get @Home in Hartford. The tech told me the same story everybody else on this thread has told "we're hiring new installers as fast as possible", "the backlog is not getting any shorter", "everybody wants it",etc. Comcast and Cablevision aren't going anywhere. Cablevision is so badly run that it makes TCI look good. Their NY/Conn market could be very lucrative for @Home. The new growth areas will be Atlanta, Chicago and Denver. I expect earnings to come in slightly above estimates. This management team is very seasoned. They know how to manage the numbers. The CEO's recent comments about meeting earnings estimates gave me the idea that he has got the numbers in the bag. Revenue and subscriber growth are the keys. @Work appears to be the wild card.