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To: JRI who wrote (135787)	7/8/1999 2:02:00 AM
From: Yamakita	Read Replies (1) \| Respond to of 176388

Well, I too read about consumer confidence being in the dumps, yet stores are packed to the gills with people (some so much so that it's difficult to walk around). Unemployment will definitely rise--no doubt about that--but that's normal and unavoidable in an economy in the throes of deep structural change. And god knows the gov't is not above tweaking anything it wants to manipulate whoever it wants. And everyone knows the banks are maximally f*cked up. But I give quite a bit of credence to the Peter Lynch school of investing, ie keep your eyes open to how your neighbors/friends/family spend their money. The Internet is real, even in Japan, and Softbank's lead is simply staggering. It appears as if Son himself is determined to bring the entire economy into the next century! It could be "game over" before anyone even challenges him. Ecommerce WILL take off eventually in Japan, regardless of what the unemployment stats are or what the gov't is spouting. It's still vey early in the game here, and lots of companies have dragged their collective feet, but in my experience the train moves very fast once the conductors agree on the direction. I'm not saying that people should invest in Japan, but by the time it becomes consensus thought that "Japan is back," you've missed the big runup. Again, I'm talking more about stock picking than about index investing. Cheers, Yamakita