Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ron Dior who wrote (9869)	5/26/1999 1:52:00 PM
From: UFGator93	Read Replies (2) \| Respond to of 29970

By the high valuation of market cap relative to revenue, I'd say the average investor groups this one with the internets.

To: Ron Dior who wrote (9869)	5/26/1999 2:33:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 29970

"What sector does ATHM fall into more, CABLE or INTERNET?". Hi Ron. I class ATHM as a tech stock rather than an internet stock. It held up well the last couple of days, while the internets were getting hit much harder. It's also one of the first to come back when the techs/internet stocks turn around.

To: Ron Dior who wrote (9869)	5/26/1999 4:20:00 PM
From: E. Davies	Respond to of 29970

We may not want to see ATHM as a "net stock", but the market sees it that way. No doubt. With XCIT being 1/3 of the company thats not such an unreasonable definition either. ATHM is not and never will be "cable". It might have been "tech" once, but now the future of ATHM is in whatever they can achieve beyond just subscriber fees. We bottomed today at 110! Thats 55% of the high of 198 without the slightest hint of bad news. A net stock for sure. I wouldnt be surprised to see a bounce to the 140's and possibly another retest of 110 in later june or july, but I still stand firm that we will never go below 100 (=50) again as long as ATHM keeps executing to plan. Sold some other net stocks at a loss today to buy more ATHM as I think it has a better chance to hold the rebound. Eric