Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sprintcar who wrote (161)	3/23/1999 8:19:00 AM
From: Matt Brown	Respond to of 5041

Nice find, Sprint Car!! IBM investing in Chinese ISPs As I recall, didn't XNET say in its investor packet that it is partnering with Computer makers? Maybe this is a warning of an IBM deal coming? I hope! That would be awesome. That would very quickly spike the price up to $5 or so. FM

To: Sprintcar who wrote (161)	3/23/1999 8:42:00 AM
From: Francois Goelo	Read Replies (3) \| Respond to of 5041

Sprintcar, thanks: it confirms how big Internet will be in China... and that any investor taking early positions in the right Companies will be richly rewarded. Investing in IBM or Microsoft won't cut it since the Chinese component of their income will be insignificant in relation to their overall revenue. That leaves only a handful of smaller public Companies, such as ZSUN, XNET, GTCI and IMOT, in my order of preference, whose revenues are entirely Asian Internet related. To get an idea where the value of these Companies is headed, check Pacific Internet PCNTF, a recent IPO at $17.00, up nearly 300% at 48.00 and change. I would actually prefer ZSUN to it anytime! Fatt, congratulation on your Web site! Are you studying computers at school? Regards, F. Goelo + + +