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

To: Francois Goelo who wrote (184)	3/24/1999 11:17:00 PM
From: Matt Brown	Respond to of 5041

Newsletter picked up XNET, or so it appears-- This was on the Yahoo! Board. Doesn't have a link, only the name of the company. At any rate, this is a good sign! FM Since 1993, Sin Hai has grown from an investment of 150,000 Renminbi (US$18,000) and 8 employees to a company with over 80 employees and 10 million Renminbi (US$1.25 million) in assets. Xin Hai's competitive advantage resides in its software capabilities, connections with the Ministry of Posts & Telecommunications and understanding of the Chinese user market. The "Integrated Corporate Electronic Mail Service Platform" is a good example. The system is software driven, developed completely in-house and aimed at various niche markets. The ability to utilize these competitive advantages forms the cornerstone for the Company's future growth. Growth Strategy Management is committed to becoming a significant Internet player in the China market. It is essential to establish a critical subscriber base with countrywide coverage. Xin Hai has a long and successful relationship with the MPT and the Beijing Telecommunication Administration Bureau. Through their working relationships, Xin Hai plans to work with other local Provincial Telecommunications Bureaus and open sales and service offices in Shanghai (east), Shenyang (north-east), Guangzhou (south), Wuhan (middle), and Chengdu (west). Together with headquarter in Beijing (north), Xin Hai will provide Internet service coverage for the whole country. Beijing office has been operating since April 1997 and Shenyang office since October 1997. Xin Hai had recently signed a joint venture agreement with Unicom China to offer their e-mail to Pager service to Unicom's customers. Unicom is the only authorized telecommunications service company in China besides the MPT. By the year 2000, Unicom is projected to have 10% of the China's long distance market and 30% of the cellular market. They currently have a total of 400,000 pager users throughout China. Xin Hai's e-mail to Pager and other Internet related products and services will be offered to all new Unicom subscribers as well as their large existing subscriber base. Together with a dedicated marketing and advertising effort, management expects to achieve a 10% market share in the above 6 cities. On a longer-term basis, after a subscriber base is established, management intends to start Internet advertising (similar to North American companies such as Yahoo) and other large audience services. Barrier to Entry The MPT controls all licensing and pricing. There is no indication of any rule changes so the barrier to obtain an Internet license is still substantial. Therefore time is of the essence for Xin Hai to build a large subscriber base before any changes can occur. XNET now stands poised for rapid growth over the coming months. Start your due diligence early, because the potential here is tremendous. For futher information please call: (604) 685-1978 -- courtesy of: NETWiRE! by Watkins ONLiNE! Vancouver, British Columbia, Canada

To: Francois Goelo who wrote (184)	3/25/1999 9:04:00 AM
From: Matt Brown	Read Replies (1) \| Respond to of 5041

Even more reason to like XNET and ZSUN.... Another Big Boy to add to list--DELL with MSFT, IBM.. "Sales increases led by China" Who's next?? LOL FM Dell Expects '99 Computer Shipments to Rise 70% in Asia-Pacific Kuala Lumpur, March 24 (Bloomberg) -- Dell Computer Corp. said it expects shipments of its products in Asia-Pacific excluding Japan, to rise 70 percent in 1999, led by growth in China and Australia. That would beat the industry's expected increase of 2.7 percent, according to market research company International Data Corp. Dell doesn't give the value of its sales for the Asia Pacific region excluding Japan. Sales in Asia Pacific including Japan rose 30 percent to $1 billion in the year ended Jan. 29, 1999, out of global sales of $18 billion. Dell Asia Pacific grew at a rate of more than 70 percent in 1998, ''and we're expecting that growth rate for 1999 as well,'' Ron Goh, vice president for Asia at Dell, said in a Bloomberg Forum. ''Our business in China has grown significantly.'' The likely robust rise in shipments from Asia should boost Dell's outlook for overall sales in 1999 at a time when the company is under pressure from rivals, such as Compaq Computer Corp., which are trying to follow Dell's direct-sales strategy. Dell, which assembles a computer only after receiving orders, has unveiled lower-priced products, to tailor to customers whose purchasing power has been eroded by the plunge in Southeast Asian currencies and the economic slump. In 1998, Malaysia tumbled into its first recession in 13 years. We ''extended the product range to include entry level product systems for our customers,'' Goh said. ''For example, in our server range, we have (introduced) an entry level product . . . which is very powerful yet affordable.'' The server, at $2,500, is about 10 percent cheaper than the cheapest server it used to sell, he said. Six months ago, Dell also introduced a leasing option in Malaysia for its corporate customers to ease their financial burden when buying computers. Competitors are making similar moves. On Monday, Hewlett-Packard Co. said it will channel some of its latest investment of $15 million in Malaysia toward boosting leasing. The world's largest maker of printers is offering loans for the purchase of its printers, computers and other products. Biggest Share Dell built computers for customers in Asia, including for those in Japan and Singapore, at its factory in the northern Malaysian state of Penang. The plant began operations in November 1995. The company has the biggest share of the Malaysian computer market in 1998, in terms of sales, according to market researcher International Data Corp. In terms of units sold, it came in second after Acer Inc.