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Technology Stocks : China.com Corp-(CHINA) -- Ignore unavailable to you. Want to Upgrade?

To: ig who wrote (241)	7/14/1999 3:14:00 AM
From: KeepItSimple	Read Replies (1) \| Respond to of 504

> Of course it does, just as several years ago it remained to be seen if AOL could >make money. Please tell me what assets CHINA.COM has beside a catchy domain name and incorporation papers from the Cayman Islands? Comon, please tell me. I dare you. Just come up with ONE THING. By your logic, the owner of AMERICA.COM and FRANCE.COM or ANYCOUNTRY.COM will certainly rule their country's internet space. And WORLD.COM will CERTAINLY control the entire world's internet access!

To: ig who wrote (241)	7/14/1999 5:13:00 AM
From: eCurl	Read Replies (3) \| Respond to of 504

All I am saying is take a look at the business fundamentals here. Comparing CHINA with AOL, even if AOL is a shareholder is comparing appels and oranges IMO. AOL's revenue model has always been fundamentally different from a portal. More importantly AOL was a first mover, while CHINA is merely a first mover on the Nasdaq. Going from #17 to #1, i.e. 100K daily page views to 2.2 million daily page views (as with #1 Sina.net), will require one heck of an effort from management. Have you ever questioned how capable management is? CHINA and its affiliated companies have been operational for over 3 years. They were around long before Yahoo China, Sohu.com and Sina.net. Does it not strike you that they have not really captured on THAT first mover advantage. Why do you think #1 - #16 would have waited with their IPOs. Is it because #17 has astute management or #1 - #16 have more of a long term vision. True, they have $ 84 million in IPO proceeds to play with, but everyone knows it takes more than capital resources to build a fundamentally strong business. I do not disagree on the great upside potential of China internet play. Yet, it never hurts to take a closer look at underlying operations, beyond the fact that someone has a cool name and happens to operate in the right space. Let's talk in 6 months.

To: ig who wrote (241)	7/14/1999 7:31:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 504

Speaking of China.com's ad revenues,here is a list of some of the advertisers: AT&T Sony Corp Microsoft Singapore Government Sybase Mitsubishi Oracle Corp Compaq IBM Netscape KLM Royal Dutch airlines Ericsson Gateway New World Telephone Price Waterhouse Novotel Intertops Ladrbokes Helix Hosting Service InvestorNet Bejing Jingxun Yun Data Software Six Degrees Source:Prospectus (P-49)