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


To: Educator who wrote (7751)4/12/1999 6:05:00 PM
From: RTev  Respond to of 29970
 
Did you see the downward movement of AOL today? Could it be that people are seeing ATHM as the horse to bet on?

It's too early to say there's any kind of trend since today's prices are probably just an aberration. Still, though... There seems to be considerable interest in anything remotely "broadband" and that doesn't include AOL. RNWK's astounding rise in the past week is part of that since they're seen as a beneficiary of increased broadband content. The stocks that folks consider "DSL plays" are also doing well (AWRE, COVD, RTHM among them), along with the fiber outfits like QWST and LVLT.

Could it be that folks are starting to see that the dial-up emperor has no broadband clothes? The weeks ahead will tell.



To: Educator who wrote (7751)4/12/1999 8:16:00 PM
From: Boplicity  Read Replies (1) | Respond to of 29970
 
re: Did you see the downward movement of AOL today? Could it be that people are seeing ATHM as the horse to bet on?

No way. AOL is resting.

Greg



To: Educator who wrote (7751)4/13/1999 11:35:00 PM
From: Educator  Read Replies (2) | Respond to of 29970
 
Gang- I've got a few questions. Does everyone remember the Jermoluk interview about two weeks ago. I copied the part on Japan and other international infiltrations. Here is what he said:

"The reason we targeted the U.K. and Japan is that they're populous centers and they have major two-way plant because it's all been done recently. So it doesn't have to be upgraded. Japan's got 6 million homes, and the U.K. has 9 million homes. We're talking in Korea, Australia, Spain, Germany and Austria. We also have bids in with a number of them. We also started one company in the Netherlands. We've already hired 50 full-time employees, and they just went alpha. So the real service is running now. There's more two-way plant internationally than in the U.S. So it's got to be a great opportunity."

When I read this interview, it impressed me that an upgrade was not necessary. I don't know what percentage of subscribers can be expected, but it will certainly add to @Home's growth rate.

Here is my point: The overseas and Canadian numbers will be added to the now 460k subscribers in future reporting. Correct? Won't this substantially increase @Home's presence and total subscriber numbers?

Am I dreaming, or did I read (via someone's wonderful post) that Japan could be ready this summer in June or July? If that is the case, 1 million is a cinch by year end. I think as someone already posted, they will meet this milestone with U.S. numbers alone.

The dip today was healthy IMO. I was getting a little nervous with the sudden surge. It is good to let off a little steam once-in-awhile. I was really not expecting 200 until we were closer to split time. Sometimes you have to circle the wagons and regroup before heading on up the trail. It won't be long before we test that 200 level again.

Ed