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

To: VIXandMore who wrote (8001)	4/15/1999 3:37:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Call me naive, but I dont see any reasonable way to "fudge" the number of subscribers. Its not exactly a fuzzy term. The reason they can hit the estimates so well is quite simple. They know how many installers they have. They know how many installs/day can be done. They know how many days there are in a quarter. As Rocketman would I'm sure agree-- It ain't rocket science. Eric P.S. I'm sure that @home is actually happy that there is a limited growth rate in the subscribers. Gives them time to grow the network to fit. The worst thing that could happen is to get a user only install too soon. Imagine the sudden surge to 4 Million users!

To: VIXandMore who wrote (8001)	4/15/1999 9:56:00 AM
From: GraceZ	Read Replies (2) \| Respond to of 29970

So...if ATHM had 500,000 subs on 3/31, for instance (and I find it interesting that they beat the 450,000 number by a mere 10,000, even though Jermoluk has indicated awhile back that it was in the bag), might they have reported only 460,000 and kept 40,000 to apply to the next quarter, if needed? So you think that they might have pulled a "Microsoft Move"? Managing expectations has always been a big part of keeping a company like this in the investors minds and hearts (as well as pocket books).