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To: Tom D who wrote (106)	6/25/1999 6:36:00 PM
From: astyanax	Respond to of 254

Re: KPCB keiretsu. Tom, your comments are right on target about the KPCB keiretsu. On a related note, another keiretsu that has been generating a buzz is Softbank. It owns nearly 30% of EGRP, GCTY, YHOO, etc. and there are MANY keiretsu-sibling business relationships or outright mergers (BCST+YHOO). If you're interested, come visit us on the Softbank thread here at SI. The stock just went up nearly 100% in the last few weeks while Net stocks haven't done so well. geocities.com netconductor.com >>Tom wrote: Especially if I invest in them and they make me money. My AMZN stock is up 25X, my ATHM is up 6X and my HLTH is up 2.5X. These are all Kleiner Perkins stocks. As documented in the Fortune article in October, it appears that there are synergies in their keiretsu, and so far I have made a lot of money (read low 7 figures) by figuring that Wall Street ignores or undervalues these synergies. I invest, the synergies and keiretsu come to fruition, my investments go up. This is an investment strategy which has paid off very well for me. It would be an interesting project for somebody to model what would have happened if someone bought $10,000 worth of every KPCB stock on the day of the IPO in the last 5 years (probably skip the biotech stocks) and then held till today. Then, based on this, one could probably make a compelling case for starting a mutual fund. Then I could just buy this mutual fund and not have to post on SI any more.