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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Choate who wrote (2142)	7/10/1999 1:26:00 PM
From: astyanax	Respond to of 4337

Re: SOFTBANK breaking story. Now that someone brought it up, let me give you an update. I am glad to say that finally someone in the financial press has broken the story on the best-kept secret among Internet stocks (well, almost). smartmoney.com "Desperately Seeking Softbank" Embarassingly it focuses on my site, netconductor.com , and me & reveals what an absolute raving lunatic I am. But it was a great article! Cheers, George Nichols The Internet Fund Fan Club netconductor.com >>BrianRichmond wrote: Softbank - Steve, I heard your very insightful remarks on the Vcall program and while Softbank and a number of its investments - MESG, Etrade, etc - were mentioned you never, and have never as far as I know, put Softbank forward as one of the top investments. I can understand you may think it fully valued at current levels, but if so, how can a Go2net or a HSAC not be similarly fully valued. Softbank continues to impress me as the leading global internet holding company with interests around the world that are truly unrivalled. If what you say about the potential of MESG and other Softbank cos is true, Softbank should be in everyone's portfolio, no? I think it also interesting that few people know that it can now be purchased here in the US. When it lists on NASDAQ later this year/early 2000, I fail to see how it can be anything but a moonshot. Thoughts appreciated. BR