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

To: Educator who wrote (7558)	4/9/1999 3:09:00 AM
From: Ted Schnur	Respond to of 29970

Educator, I am still long ATHM, but I have to take issue with your "Go ATHM!" attitude. Let me take a shot at challenging some of the questions that you posted to Michael. - Do you feel @Home overall is not on track? To answer this question, we would need to define "on track". I have never seen @Home publicly define a specific roadmap or schedule that we can use to measure if they are "on track". The recent news has expressed concerns about @Home and TCI are not "on track" relative to the agreements between the partners. All we have heard from TJ is that he is comfortable with the analysts expectations, which only tells us that the analysts are not so off base that the company does not need to reset expectations, else risk class action suits. - So TCI has fallen short with some earlier goal. That doesn't mean @Home isn't going to post good subscriber numbers on the 15th. How would we know a "good" subscriber number from a "bad" subscriber number? I haven't heard any analyst project any specific subscriber targets as a basis for stock evaluation? Considering the valuation of the company, and the increase in stock value in the last qtr, why would you consider a 51% increase in subscribers or 500,000 a good number? - ...do you really think Comcast is going to choose RR over @Home? It doesn't make any difference what we think Comcast is going to do, it only manners what Comcast thinks it going to do. If you want to predict Comcast's next move, you have to start thinking like you own Comcast, and that would require detailed analysis of Comcast's previous business decisions. This type of analysis is way out of my league. - Where has RR been in all the news? I don't hear about them swallowing up the international market. All I read is an inaccurate comparison to @Home using some ronchy data. You didn't here about them for two very good reasons. First, they are not a publicly traded company, so they don't have to invest in a PR group and are under no legal obligation to put out all those news releases. The other reason is that @Home has competition in the international market for other companies (check out UPCOY for example). Don't get me wrong, I still think that ATHM has a great future. I have made a lot of money in the past, investing in companies that claim that they where going to make profound and positive changes in the industry they were in (IOM, PRST, BEAM, etc). In each case, public speculation drove the stock price up far faster then the expected growth rate of the company. The price of all of these stocks crashed when the smart money confirmed that these companies will make the profound changes that were expected, they just couldn't do it at a profit! I would recommend that you take those blinders off and think about what could go wrong. If nothing, stay in the stock. As for me, I'm always ready with one hand on the exit door. Ted

To: Educator who wrote (7558)	4/9/1999 7:04:00 AM
From: Michael P. Michaud	Read Replies (1) \| Respond to of 29970

<<< So TCI has fallen short with some earlier goal. That doesn't mean @Home isn't going to post good subscriber numbers on the 15th.>>>> Call me naive, but yesterday's news looked like a "preannouncement" to me. They missed numbers year end just 3 mos. ago, so why would they all of a sudden be beating estimates?? Look at what CMCSK, COX and CVC stock did on the news yesterday, then check out UMG share price. <<<<In response to the Comcast-MediaOne deal...do you really think Comcast is going to choose RR over @Home? >>> Ahhaha answered this question already...repeating would be redundant <<<If this has you so scared off, you shouldn't be in the market>>> That is why I am out today..Too much risk at this price for me <<<<I think you should hold>>> In all due respect, you have contributed nothing but cheerleading, why should I do what you suggest??