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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Uncle Frank who wrote (77)10/25/2003 9:44:40 PM
From: straight life   of 2955
 
You compliment me more than I deserve; though I've watched NTES, I didn't get in until relatively late. It's 1 of the 5 really big plays that I blew this year.

Here's NTES' profile. When I first read about them I thought, AOL and Google in China! (didn't you make a mint in AOL...? Or was that DELL... or both?)

"NetEase.com, Inc. is an Internet technology firm supporting an interactive online and wireless community in China. The Company's content channels offer users an extensive range of local, regional and international Chinese language content, Web-based communication services and sophisticated search capabilities and provide a destination for Chinese Internet users to identify and access resources, services, content and information on the Internet. In addition, the NetEase wireless value-added services offer timely information, community interaction and games via wireless short messaging service."
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