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To: GST who wrote (50175)4/14/1999 3:38:00 AM
From: Bill Harmond  Read Replies (5) | Respond to of 164684
 
I don't know enough about Asia to be much help. Someone was on CNBC touting Pacific Internet, and the stock is very strong.

I think the best global Internet investment is Yahoo. Yahoo's international editions were the principal reason for the big jump in page views this quarter. Yahoo owns or co-owns editions covering most of the Pacific Rim: Japan, China, Korea, Thailand, Singapore, Taiwan, Hong Kong, Australia & New Zealand

I think Yahoo is the most undervalued big name in the sector, and it's my biggest position. I'd buy Yahoo by buying BCST.