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


To: manohar kanuri who wrote (2737)12/16/1999 5:37:00 PM
From: Yamakita  Respond to of 6020
 
OT: Manohar, I think the Net is rapidly dwindling the distinctions between what's possible in a rich country versus a poor one (with some obvious caveats attached to that statement). The deal is: at some point--and no one really can say when that will be--businesses the world over will have no choice but to use the Net in creative, innovative, and profitable ways. The companies in every country that see that basic truth are the ones who will prosper over the next twenty years. India is going to radically change the way it does business, and it looks to me like SIFY is leading the charge down that path. They may get tired, as they've come sprinting out of the gate so fast, and get overtaken due to management bumbling, financial miscalculations, gov't interference, or just plain bad luck. But as it looks today, they've got a real shot at cybergorillahood. I'm definitely holding on to my shares until I see some evidence that they are sporting some wounds. I'm certainly not betting the farm on it, but it fits in rather nicely with the highly speculative portion of my port, as does Softbank and Korea Thrunet (KOREA).

No idea about ethnicgrocer, but I would LOVE to be a customer! I would probably attain platinum customer status within the first year.

Yamakita