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To: FFNEODOC who wrote (236)	4/9/1999 9:18:00 AM
From: Francois Goelo	Read Replies (1) \| Respond to of 1567

FFNEODOC, excellent post everyone should read on XNET and Internet in China... and thanks for the disclaimer that should be added to any post tending by virtue of its content, to affect the perceived valuation of a Company. REgards, F. Goelo + + +

To: FFNEODOC who wrote (236)	4/25/1999 11:18:00 AM
From: chirodoc	Read Replies (1) \| Respond to of 1567

question for someone who knows asian internet it appears tht xnet (which i am long) is not the number one isp. it appears they are 3rd or 4th in most chinese markets. although this does not dissuade me from investing, i wonder who are the number 1 and 2 providers in china--and are they traded as ADR's? right now i have a position in pcntf with a half position in xnet and imot. anyone knowledgeable about asian internet companies understand the competitive landscape? curtis turchin