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Technology Stocks : Softbank Group Corp
SFTBY 72.78-5.4%3:59 PM EST
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To: manohar kanuri who wrote (2993)1/3/2000 11:03:00 AM
From: TobagoJack  Read Replies (1) of 6018
 
I view Japan as a longterm 'must have', and HK as a short term sport. As so much of 9984 is in the US, I figure I have more than my share of US exposure already.

To not disturb cash hoard and to make room for additional longer-term Japanese investments, CHL and shorter-term HK specs, I have just sold 50% of my previously 'not to be touched' INTC and CMCSKs. Do not need the glass ceiling-ed 20-30% one year upsides.
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