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To: pat pasquale who wrote (114411)4/6/1999 9:00:00 AM
From: arthur pritchard  Read Replies (1) | Respond to of 176388
 
Pat:**OT**<XNET,IMOT,TNRG> Where do you get your research on these and similar chinese or indian securities?



To: pat pasquale who wrote (114411)4/6/1999 9:32:00 AM
From: Racso  Read Replies (1) | Respond to of 176388
 
Pat: re your ventures in China
how much do you know about the Chinese business environment?
on PC sales, do you think the DELL marketing model will work and why?
do you think the COMPAQ model will work and why?
I can see that everybody is getting excited about China and its millions nowadays. You know what, it sounds like all the excitement
about Russia 5 years ago. I don't deny there is great potential but
for the benefit of all readers of this thread let's not tout stocks
that we don't understand. For instance your TNRG, do you know anything
about this co? well it owns an 80% interest in a Chinese holding co
that own a shopping center in Szechuan province. It also owns a 90%
stake in a franchise of the US Basketball League...Great synergies... Well, I hope you know much more as the basis of your investment decision.



To: pat pasquale who wrote (114411)4/8/1999 9:27:00 AM
From: Racso  Respond to of 176388
 
Pat: watch today your China holdings