Jeffrey, comments on news about IBM & Microsoft investing in China...
re-posted from Club Fatt thread:
Sprintcar, thanks: it confirms how big Internet will be in China...
and that any investor taking early positions in the right Companies will be richly rewarded. Investing in IBM or Microsoft won't cut it since the Chinese component of their income will be insignificant in relation to their overall revenue.
That leaves only a handful of smaller public Companies, such as ZSUN, XNET, GTCI and IMOT, in my order of preference, whose revenues are entirely Asian Internet related. To get an idea where the value of these Companies is headed, check Pacific Internet PCNTF, a recent IPO at $17.00, up nearly 300% at 48.00 and change. I would actually prefer ZSUN to it anytime!
Fatt, congratulation on your Web site! Are you studying computers at school?
Regards, F. Goelo + + +
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