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

To: Edwin S. Fujinaka who wrote (1296)	8/14/1999 2:57:00 AM
From: TobagoJack	Read Replies (1) \| Respond to of 6018

Edwin-san, all this bullish talk is making me uneasy about my trimming of position earlier. I may buy back some on Sunday night California time zone, whatever the price. I get lots done while in Asia, mostly work, and enjoy it all. I get lots done in San Francisco, mostly fun things, and enjoy it all. I went in town to have lunch with friend in the San Francisco Embarkadero neighborhood along the harbour front. The 20 minute drive was excellent, "Witching Woman", "House of the Sun" etc playing on the music box, sun roof open and air fresh. The Embarkedero area away from downtown SF used to be, until a few years ago, all run down and seedy, full of abandoned warehouses, computer service centers and non-descript old style office buildings. Now the city is constructing a new ball park stadium with an old red brick facade to the street side, and the side facing the harbour has a funky looking fence so that a "home run" ball will simply go into the ocean and kids unable to afford baseball tickets can get on the boardwalk on the outside of the fence and watch the game anyway - way cool, wired, hip and anachronistically "truly neato". Ate lunch at MoMo's, a trendy indoor & outdoor restaurant full of people dressed like me - vest, rolled up land's end shirt, Timberland hiking shoes; apparently I was cool before cool was cool (but then I knew that). The area is full of dot.com (i.e. Pet.com, Macromedia, etc) companies hidden away in lofts and converted warehoues, working 14 hours per day for 24 months and going IPO. You can tell the pre and post IPO folks, driving new hip Beatles vs. driving hipper still Audi sportsters. Even the landlords are cool - first year rent is 'free', second year is 30% of market, 3rd year at 70% of market; first trunche of private equity financing nets the landlord the entirety of the first year rent, after that, what else but share options. Anyway, the waiter asked what I wanted to drink and eat, I responded very precisely "lemonade, half a dozen of raw oysters, 2 raw bay prawns and a small baby green salad with some seaweed thrown in" and did not prepare for any counter questions. The waiter asked "would that be regular lemonade or blackberry lemonade?". No, the internet fever has not yet run its course. I will buy back my full 9984 position at first inkling of slight profit on previou sales, or at a loss this coming Monday. Meantime, I am glad I sold Yahoo! Puts. The drive home was fast, and then I went the bayside route after crossing over the big bridge.