Softbank Group Corp Message Board

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Technology Stocks : Softbank Group Corp

SFTBY 78.18

-3.6%

2:07 PM EST

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To: Edwin S. Fujinaka who wrote (1368)	8/19/1999 12:40:00 AM
From: Taikun	Read Replies (1) of 6018

Unfortunately, the best upside of this stock is in Japan. We see dribs and drabs (TEPCO/Carpoint) but the Japanese public has not yet bought into Son like they do Microsoft. When they do, this stock will cruise up. Most US/European investors invest internationally via funds so in a sense the upside of Softbank is limited in that some funds are already overweight in Japan. Softbank will be worth much more than CMGI when it is apparent that almost all other net stocks have no international strategy. I think the time is to buy now. September...netizens surfing again...idle money finds its way into 9984...as the paranoid US economy (read gun-equipped) prepares for Y2K safer nations like Japan rise to the challenge. As does 9984.

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