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To: Robert Rose who wrote (64572)6/25/1999 12:19:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Robert -- Asia? Traditional business, dead. Net business, ready to take off. Softbank has ADRs -- SFTBF on the NSDQ. Tokio Marine is another I like -- but they are no Softbank. The rest of Asia is on the mend but hard to play. Softbank is a play on the net -- not just the US -- but the global net with great exposure in Asia.