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

To: Mary Cluney who wrote (250)	7/14/1999 7:36:00 AM
From: eCurl	Read Replies (1) \| Respond to of 504

Mary, Agree with points 1 & 2, but it is not company fundamental specific. Point 3 is debatable, as dispite the fact that they operate as a China portal, they only expect to have S1 million in revs in 1999 (out of a total of S16 million) Point 4 , so they have money now, can they capitalize on it properly? Btw, they will not be able to raise more money from capital markets till at least 6 months post IPO (due to lock up period) Point 5, the investment amount for AOL was petty cash and does not have to be construed as a major stepping stone in their Asia strategy. AOL has Asia presence thru many other affiliations including Netscape (Asia). I am long AOL myself, but that does not mean that I applaud every move they make without looking into it deeper. Point 6. I know who represent senior management, and don't believe that you have stated anything that has changed my views Point 7. 6 years ago Steve Case operated in a different space with a lot less competition as well, hence it was relatively easier to realize the upside in a mature market. Just my 2 cents worth. Regards, eC

To: Mary Cluney who wrote (250)	7/14/1999 7:37:00 AM
From: Jan Garrity Allen	Read Replies (1) \| Respond to of 504

Does anyone know what percentage the Chinese Government owns as stated on Fox TV! Having traveled very recently from Korea to China I can tell u not many people can afford telephones let alone cable tv/internet as they communally share the telephones in both the cities and the suburbs!!It is difficult to get info on company so yesterday was good so lets see what happens today!! Good Feung -Shue to all!!<<;-)))))))