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

To: bodie who wrote (7663)	4/11/1999 2:07:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Formula for run up: understate everything, surprise the street with much better than expected numbers = zoooooommmmm Not gonna happen. Dont expect it. A selloff is more likely from those who think the same way you do. @home seems to be taking lessons from CSCO so far based on previous quarters. Make estimates, meet estimates (or beat by a little). Predictability pays off way better in the long run. Revenues are pretty controlled because right now they are primarily subscriber fees. It would be the height of foolishness to control expenses at a time like this in order to beat estimates. I'd rather see @home hiring more support people. Eric