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Technology Stocks : Softbank Group Corp

SFTBY 72.40

+2.8%

3:56 PM EST

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To: mact who wrote (5625)	12/15/2000 1:41:34 AM
From: ms.smartest.person	of 6019

mact, I think I saw news release on efinet predicting Fed will lower rates 1-2 pts this coming year. The economy sure looks like it needs one ASAP, maybe 1/2 pt. IMO if it look like hard landing (MHO) perhaps AG will give us two 1/2 pts close together SOON (are your listening Alan?). When I read the SFTBF/Korea article there was also another article regarding Korea's other Korean competitors. My memory (short term is going <g>) seems to think at least one of the other 2 was getting some boost from govt and had better prospects. The SFTBF et al. investment was critical to Korea and hopefully that will be sufficient to get it over cash crunch. Of course, like rabbits, these Asian companies keeping on multiplying shares. You were right on B2C - don't remember if I was ever pro B2C. If so, it must have been back in my pro-AMZN days. I think Jay's post on Amazon being just a store is good picture to see when looking at these internet-only companies. Wanna buy some Garden.com <g> - cheaP? I loved their website, products and info. Nothing else like it out there IMO. Unfortunately, there were not enough like me out there. and... No way could I buy enough of their products to keep them alive; but I gave it my best try. fibers? We sold JDSU & SDLI in summer. Unfortunately, we bought a little bit of CORV in October at $53 (and I thought that was a bargain!). I keep hoping CSCO will buy CORV with the PPS being so low. Since CSCO tried to buy them before their IPO, I keep hoping JC will grab them soon. My better half (the eternal optimist) keeps saying they will all come back. What I need is to know is WHEN. Happy holidays, Merry

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