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Technology Stocks : Softbank Group Corp

SFTBY 72.38

+2.8%

3:58 PM EST

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To: dk10438 who wrote (1322)	8/16/1999 9:40:00 AM
From: Tom Bunge	Read Replies (1) of 6019

Somehow, it is your/our chance that the correlation between the US nets and SoftBank be so tenuous. I am not looking forward to the days when a 5% down on Yhoo will trigger the same in SB. Why has SB been behaving in such an uncorrelated manner, in face of US institutional interests, US net holdings (though we know of the breadth of their interests, especially in Japan) etc. remains a bit of a mystery to me, but I feel that it is a rather positive factor. Wouldn't mind to be challenged on this one, though. I am a 'long', 3 months ago. Cheers - Tom

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