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Technology Stocks : Softbank Group Corp -- Ignore unavailable to you. Want to Upgrade?

To: Edwin S. Fujinaka who wrote (1285)	8/12/1999 8:57:00 PM
From: Taikun	Read Replies (2) \| Respond to of 6018

Edwin, the wireless angle on this is a great example of how Softbank will be able to better localize in this #2 world market of $4 trillion. Reminds me of when I was in Japan in June and NTT DoCoMo (NTTs cell phone service with the largest market share) was testing 300,000 cell phones enabled with web-browsing capabilities. The Palm VIIs test limited launch in NY pales in comparison... Japan, the nation of miniturization, will excel in this area, partly due to the population density-and that will be an advantage across Asia. This strategy can be rolled out across the dense urban centers of Asia, as Japan has shown with its successful PCS network with antenaes on utility poles and in subway stations. I agree with your assessment of the Japanese psychology. With real estate (and Japanese real estate stocks) doing so well, there is definitely competition between stocks and real estate. Apparently Citibank (Japan) accounts can be accessed from Post Office ATMs. So the barrier to invest in stocks will probably be lower than with real estate. Japan is very brand-oriented, so this deal with Microsoft/TEPCO is very very blue chip. I think it will turn out to be a very big deal. Fujitsu may have great engineers but Softbank is training his staff to be great internet businesspeople as well.