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

To: Jonas1 who wrote (2408)	11/19/1999 2:43:00 PM
From: astyanax	Read Replies (1) \| Respond to of 6020

Re: HRCT/Nanking murders. Yes, HRCT's on a tear, but I haven't been able to find enough hard data on 'em, too much of a leap of faith for me. I think you're also long SIFY - good company but I haven't checked their financials/valuations. I have foreign/small cap net plays of my own, will be tossing them out to my mailing list, unless anyone here wants me to stray offtopic. As for Nanking, yeah. I don't know the exact details, but there's a book out there written by a Chinese-American lady called "The Rape of Nanking", detailing murders of Chinese citizens by Japanese soldiers. To say the least, there's no love lost between many Chinese and Japan. I've had several Taiwanese roommates, the older generation (the younger ones didn't seem to harbor much anger) particularly tends to despise the Japanese to some extent . Thus, contrary to what most Westerners may think (who often indiscriminately lump all Asians into one homogenous category), I see "Masayoshi, Japanese citizen" as a liability rather than an asset in his quest to extend a global Net empire into Asia. However, that liability disappears if he is viewed as "Son, Korean expatriate", someone who was harassed growing up by some of his Japanese schoolmates. To answer your question Jonas, yes geopolitics will matter... - Netconductor.com "toonces" >>Jonas wrote: Jay: Hartcourt, China, Softbank, Nanking effect Still waiting anxiously your analysis on Hartcourt. Re Softbank and China, most of my Chinese friends have no kind words for Japan (the history surrounding Nanking apparently has a lot to do with this). I wonder if this was not behind the original defection of staff from sina.com to china.com. Won't this hinder Softbank's entry into the Chinese markets? So they have the china.com CFO. OK. In a free market economy this might be a great advantage. For those of you who are not history buffs, tens (hundreds?) of thousands of residents of Nanking were cruelly murdered by Japanese invasion forces during WWII, during an attempt by Japan to conquer China. Of course China has also suffered from the British and other colonial forces. I just wonder whether in a situation of government control, where geopolitics is paramount, the Chinese government would ever let a Japanese company get to control a major portion of their communications infrastructure. Jonas

To: Jonas1 who wrote (2408)	11/19/1999 8:17:00 PM
From: TobagoJack	Read Replies (1) \| Respond to of 6020

I will beg out of Harcourt as I need the liquidity for other punts (i.e. support my put sale on Visio). I sold massive puts on Visio a few days ago (they are being bought by Microsoft with 0.45 MSFT shares for each Visio share) and Visio stock price is still at 8% discount to MSFT share price. The puts gives me an additional 10% discount if I end up being putted with Visio shares. The discount will close when the buyout. This is my first attempt at arbitraging. I am suspicious of my math and logic (not really) and am fascinated at the inefficiencies of the market. If things work out this time I am will increase my bravery level next time. I am not so concerned with the Japan tint of 9984 as (1) they can do their thing via Founder (418 in HK market) and (2) they can play up the Chinese ancestry of Son (ancestors migrated to Korea, then parents migrated to Japan) and (3) expect many youth (i-net users) to worship the man. Aquino played up her ancestry while in China and that put Philippines on the map with the Chinese nationals. China keeps a memory longer than one generation and tends to deal realistically with genuine apologies. Eventually I expect Japanese politicians to offer a sincere apology and compensation ala the Germans and all past will be buried.