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To: Lizzie Tudor who wrote (78867)	9/28/1999 11:22:00 PM
From: GST	Respond to of 164684

Lizzie :) My thinking on CMGI tracks yours quite closely. I think Asia will be hot -- I just posted something which suggests business-to-business may be more important to Asia -- and I tend to agree. But Asia is ripe for the net -- really ripe. I don't know about valuations however -- they are very rich indeed. I do like Softbank, but I think it bears all the risks we face here -- maybe more if it is not clear that Asian investors have the stomach for the volatility for this brand of investing, yet. But assuming the bubble does not burst here -- and we will see about that -- if the market here holds up, then Asia will be a massive play.