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Strategies & Market Trends : Fatty's Donut Shop -- Ignore unavailable to you. Want to Upgrade?

To: Matt Brown who wrote (71)	3/17/1999 11:32:00 PM
From: Francois Goelo	Respond to of 5041

Fatt, my guess is the local Website is for investor's relations... and to keep information flowing to investors. I pointed out to Mr Cheung that it should be their priority; the rest (share value, etc...) would take care of itself. I have only heard today about the site, as a result of my suggestion to them to post data about the Company, even if it's not audited. What they have to avoid, is rampant inaccurate reports and rumors due to the lack of information. Usually, an informed investor is a happy investor, and I think they understand that. These people appear to be bright and opened to suggestions: they realize their stock value will very much depend on investor's perception of the Company. I believe there are some interesting potential developments in the offing, (Microsoft is not yet one of them) but they could not disclose any detail, because of disclosure rules. Whatever it is , will be announced through the Web site, which will become a means of communication. As a business man, I like what I have understood so far, as their approach makes good business sense. Let's wait & see what is released when the site opens. Regards, F. Goelo + + + PS: thanks for getting the spelling of my first name finally right.

To: Matt Brown who wrote (71)	3/18/1999 7:29:00 AM
From: Kim Lim	Read Replies (2) \| Respond to of 5041

Good Morning Fatt: Just a quick note to say hi and also let you know that I am also holding Xnet for some time. I congratulate you, your thread and you seem like having clear objectives and goals. My contribution here will be very limited due to I am working full time but trading behind Boss back and guilty as charged. For your permission I will stop by here to say hi when possible. Best regard. Kim.

To: Matt Brown who wrote (71)	3/18/1999 11:50:00 AM
From: Francois Goelo	Respond to of 5041

Fatt, this is a re-post on very interesting VXCH for comments. OK, Jeff, no more excuses about VXCH: I'll have to bill InvestRight.. for my time and phone expenses (13 minutes). I talked to Mrs Sievers, Director of Investor's Relations and she confirmed my earlier scenario to the dot. Bankers have been banging on their door to lend them money ever since the story about Max.pc came out. News about closing of financial package will be issued before month's end. There will be enough money (would not say exactly how much and I can't blame her, since it's not yet in the public domain) to retire their convertible package and do a powerful marketing campaign. The product could conceivably end up in most people's home who have a PC, as it is not only intended for corporate use, but also as a means of enhanced video communication, period. As this was not enough, they have a very helpful and well constructed Web site: maxpc.com I don't know about you, but I am adding 3000+ shares to my existing position. Target: $10.00 within 3 months. Actually, I won't bill you for my expenses, I'll take 10% of your net profit for having made me work so hard. Fair enough? Regards, F. Goelo+ + + PS: even Stock Watcher, who prides himself as being a very conservative watcher more than anything else has the stock on his Index. What do you say to that?? God, I almost forgot: out. 8Mil. and Float 2Mil. Talk about icing on the cake! Disclosure: Long 10,000 shares (5k + 5k)

To: Matt Brown who wrote (71)	3/18/1999 2:32:00 PM
From: Francois Goelo	Read Replies (1) \| Respond to of 5041

Fatt, XNET has kindly sent a list of corrections to my previous posts... Following my request to the management, this communication arrived via e-mail to correct any error or misconception which occurred in my previous discussion about XNET. 1. Microsoft did not directly place an ad, it was done by Federal Software, the largest software distributor in China, advertising Microsoft products. 2. We are not profitable because of IP telephone, our revenue at this point is mainly derived from ISP activities. 3. Home Page Portal is exactly what it means, Xin Hai has a Home Page with links to various other sites. We want to attract users to use the Home Page (with our own content) as the Portal to the Web, the objective is to build traffic. 4. MOFTEC is Ministry of Foreign Trade and Economic Development, it has nothing to do with Internet licenses, the local telephone and telecommunications authorities do. Thank you Mr Cheung for helping us understand what your Company is all about. Regards, F. Goelo + + +