To: Hans U. Tschanz who wrote (1629 ) 9/11/1999 10:23:00 PM From: TobagoJack Read Replies (2) | Respond to
E-commerce revenue in US is at $ 71,400 million, Japan at $3,799 million. Internet advertiseing revenue in US at 1,508 million, Japan at $34 million. We here at the Board are in on a secret, despite all the publicity already generated. Hard to beat 9984, as we turn right we run into Yahoo Japan and we turn left we run into Cisco Japan (all that infrastructure yet to be built - think back, as TEPCO build their network to meet the spec of the TEPCO-MSFT-9984 JV, where will they be buying the routers and software from? 9984 will get attribution of what % of revenue for the buildout?), all backed by the silent hand of Emperor Son. Turn on JSkyB (News Corp+9984), find a job (Parsona), trade a stock, buy a mutual fund, check out a car, twist and turn as we might, we still are playing on the palm of the emperor. Coming soon the possibility of 9984 taking a chunk of everything sexy company listing on Nasdaq Japan, as PC Magazine was Son's scout, Nasdaq Japan will be 100 times a better scout. Sort of like the Japanese operated industrial estates in China, with the landlord taking 5% in every tenant company. Doing this across the globe in US and Europe, the sun will not set on Son. Logic follows (using my Airtouch Communication investment experience) that Yahoo USA is CHEAP, as the key general in 9984's march across the geographic and service/industry landscape.
