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Technology Stocks : China.com Corp-(CHINA)

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To: Victor Lazlo who wrote (494)	8/8/2003 4:19:32 AM
From: 2MAR$	Read Replies (2) of 504

sitting on ISLD @ $8.60 here , so did make a pretty nice short from $14 <G> they all waited for NTES , the last of the fortune cookie-momo's to report and exhaust the mania...nice slide for SOHU too siliconinvestor.com reality checks and manias rarely are compatible,(but certainly tradeable) ....$1bil+ Cap for this one was completely off the wall & out of hand . The overall story here is pretty simple to see. There is some growth in the software business, but it's coming off a very small base. There is negative growth in the advertising and marketing business. The gross margins in each of these units is heading lower. The company is spending cash at a healthy clip and is planning on buying more businesses in the near term. This all adds up to something we saw before - it was called the bursting of a bubble. Valuations are one thing, but you need to have something sustainable to value, otherwise this becomes a roll-up story. Briefing.com can't recommend investors buy this stock. Momentum players and some day traders might do well here, but investors should know better. --Brian Bolan, Briefing.com

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