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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Seeker of Truth who wrote (493)	10/25/1999 6:35:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 1817

Malcolm: Not a wiser nor less wise opinion, since I agree with the main thrust of your post. My actual investments in the internuts reflect just that. I sold the few individual internut companies I owned and have two horses and two rabbits in my rabbit stew (the old joke about half and half - one horse and one rabbit) among the nurturers. The horses: SFE and ICGE The rabbits: CMGI and Softbank The reason for that weighting is Teflon's point early on which I agree with that the true "nurturers" are SFE and ICGE, since both follow on with their companies long after they are "launched" and have a keriatsu (sp?) type of relationship of partnership and mutual support. Strangely Softbank is the least supportive of its "graduates" - those IPO'd - very unJapanese of that Japanese company. And CMGI is a swinger which is a money and ego enhancing machine for the founders more than a benefit for the stockholders. All just IMO. Having said all this, I am looking for a "few good stocks" here like the Marines' slogan used to be looking for a "few good men" - prior to the politically correct modification of that. Grin. So I find Bruce Brown's careful, thorough, researched based analysis of great interest. Hope others will emulate his analysis here. Others have presented excellent cases also. Hope others will join in. I will probably pick up some individual company stocks in the future from among them (with emphasis on B2B Godzillas). Looking forward to that. Best - and thanks. Cha2

To: Seeker of Truth who wrote (493)	10/31/1999 8:11:00 AM
From: DlphcOracl	Read Replies (2) \| Respond to of 1817

Malcolm Bersohn: Although Softbank is the "lease supportive" of the companies it invests in, it is easily my top pick of the four companies you've listed. Why? Because it is NOT traded or listed in any of the U.S. exchanges and is not prone to the wild swings induced by daytraders. I have tracked the stock since May and it does not behave in conjunction with the rest of the U.S. market. In a sense, it is more (or at least an equal) play on the Japanese economy recovery. It is unique in that it is the only one of the four that it truly international in scope and it has virtually no competition for the internet in market in Japan, which is where we were two years. Having said all this, I have bought heavily into SFTBF over the past two months and overweighted it in my portfolio.