I just got this 124 page ML report dated Sept 21st, 1999 on "The Japanese Internet Tsunami" and the following shares are prominently featured:
Softbank (9984, SFTBF, buy) Hikari Tsushin (9435, HKTGF, accumulate) NTT (9432, NTTLF, buy) Yahoo! Japan (4686, YAHOF, accumulate) Oracle Japan (4716, OCLCF, accumulate) Trend Micro (4704, TEMOF, accumulate) Fujitsu (6702, FJTSF, accumulate) Bellsystems24 (9614, BSYMF, neutral) Seven Eleven (8182, SVELF, accumulate) Yamato Transport (9064, YATRF, neutral)
and a 195 page report from Bear Sterns dated September on B2B making the future seem bright for the likes of ICGE and VERT.
I note my Yahoo! bought at 125 and with Puts short at 90 is doing well in Ballmer's downdraft. Love that healthy volatility, as long as the storm passes. |