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Technology Stocks : Softbank Group Corp

SFTBY 81.06

-8.3%

Nov 4 3:59 PM EST

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To: LOGAN12 who wrote (2346)	11/13/1999 11:40:00 PM
From: TobagoJack	Read Replies (2) of 6018

My operating assumptions and responses going forward are: (a) volatility for the prime assets, trending up to BUBBLE proportions (valuation always over-shoot, in both directions) - hold longterm stake and trade options, be prepared to buy back at higher prices and sell at lower prices, then make 180 degree turns; (b) spillover of mania to other asset classes - hegde with gold via selling of puts; (c) genuine growth for top techno companies in IT infrastructure and content/commerce pure plays - buy and only play with quality; (d) tears for the rest - stay away from Amazon and any B2C except Yahoo; and (e) Continuing shift of bubble to other financial centers (Japan/Europe and Hong Kong) - follow the liquidity bubble. Trust the Force. With Nasdaq Japan and Europe and 9984 acumen, I would be watching for the development of a US i-net play listing in Japan Nasdaq and Euro-Nasdaq via E*trade IPO machine before listing in US Nasdaq, as companies in global businesses (all i-net plays should be global plays) should list not in home market but in market with highest bidding P/E ratio. After this development, it would then be time for some of us chicken at heart (count me in this group) to take the ball home and have dinner at pool side to music of the Mighty Sparrow. I sound positively positive about year 2000, even to myself and that scares me somewhat. Sitting on 9984 and looking down is much like landing at the old HK airport and staring at what's for dinner and on TV in passing apartment windows. Finally, no debt!!!

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