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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Bouf who wrote (51677)	12/28/1999 7:51:00 AM
From: swisstrader	Read Replies (3) \| Respond to of 108040

ZD is a rather meaningless part of SFTBF's world and holdings. They made a mistake with buying Kingston and ZD...sold off Kingston and ZD, while not a perfect match with Softbank's net, has not been terrible purchase. These guys bought A THIRD of Yahoo for peanuts and makes up 1000 fold for ZD. May also wish to note that SFTBF has made more than 85 Internet investments in the U.S. and Asia in firms including ETRADE, Yahoo Japan, ETrade Japan, and just about everything else .com Japan for its U.S. counterpart. Here's a snapshot of some of the better-known investments: Company Ticker Percent owned Value E*trade EGRP 27% $ 1,728 MessageMedia MESG 24% $ 145 USWeb USWB 70% $ 2,027 Yahoo YHOO 27% $ 12,614 Ziff-Davis ZD 70% $ 1,211 ZDNet ZDZ 85% $ 1,327 E-Loan EELN 9% $ 66 Insweb INSW 28.30% $ 159 Sub total $ 19,276 NASD Japan GeoCities Japan ONSALE Japan Broadcast.com Japan Yahoo Japan CarPoint Japan Misc. Japanese units Est. total $ 20,000 Venture portfolio $ 15,000 Management premium/barrier to entry