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

To: Francois Goelo who wrote (80)	3/18/1999 5:54:00 PM
From: Matt Brown	Read Replies (1) \| Respond to of 5041

I just picked up on something you stated: It seems clear to me that they are aiming for a full portal situation, which will greatly increase the value of this business. So from your talks with Mr. Cheung, you get the feeling that they will be opening a portal site too? Sort of like an ALL Chinese Yahoo? Fill me in on what exactly you mean. Also, I had a thought. I wonder how man clients that chnmail.com has...I wonder what the advertising revenues are on it...Do they charge for that service? Spinoff down the road? Also, please tell me the updated revenues you have before you. Regards, FM Also, I think this will be valuable info: A repost from my last Here is something interesting-- "Here's some INFO if you have not dug it up yourself. Xin Hai in the past few months signed a joint venture with Unicom China to offer their E-mail to pager service to Unicoms clients.UNICOM IS THE ONLY AUTHORIZED TELECOMMUNICATIONS SERVICE COMPANY IN CHINA BESIDES THE MPT(ministy of posts&telecommunications).By the year 2000,Unicom is projected to have 10% of China's long disatnce market and 30% of the Cellular market.They currently have a total of 400,000 pagers users in China.Xin Hais e-mail to pager and other internet related products and services will be offerd to all new Unicom clients as well as their large existing subscriber base. Together with a dedicated marketing and advertising effort,managment expects to achieve 10% market share in the cities I mentioned in POST #782. XNET into the future.... Core.. " From the Yahoo Board....

To: Francois Goelo who wrote (80)	3/18/1999 6:18:00 PM
From: Matt Brown	Respond to of 5041

One more thought on why I bought XNET-- I have a really whacko mind and I think of the weirdest and most off the wall ideas as most of you can see.... But, here is something that I think will be BIG in CHINA soon. You all keep hearing about IP Telephony, which is associated with XNET. Do you all know what that is??? I have a fairly good understanding of it! It is when you can use the Internet to place long-distance phone calls, at a rate of a local call, but I would expect that soon, there might be a charge per call...Might not though...So, what do you have to have to make these cheap calls? Yes, a $400 computer and Internet service (XNET). IP Telephony is just now getting around... I plan to continue to be updated on its latest developments. That is another one of the reasons that I am continuing to hold, despite the downfall in the price. Also, If the trend would have continued considering volume and price deline...then the volume should have dropped by 1/2, but it didn't...good indicator to me.. FM