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

To: TobagoJack who wrote (2881)	12/28/1999 9:34:00 PM
From: TobagoJack	Read Replies (1) \| Respond to of 6018

Oops, just got more bullets. Just bought bravely into Golden Power (603 in Hong Kong) as they resumed trading after 5 day suspension of trade due to PCCLF and Hikari Tsushin bought 51% of it to be used for holding company purpose (invested companies outside of Japan). Not getting a lot of work done these days. Where are those Pachinko machines?

To: TobagoJack who wrote (2881)	12/28/1999 11:58:00 PM
From: Edwin S. Fujinaka	Read Replies (3) \| Respond to of 6018

Do I sense a little conservatism rearing it's ugly head? <G>. I think the tech stocks still have a lot of life left and they ought to do well through mid 2000 with just a minor glitch in January. That's why I have only been selling close in covered calls for January. If Softbank were listed in the US I might be selling covered calls for January expiration except that almost no Americans have held Softbank for a full year yet so there may not be much selling of Softbank because the profits are still short term and therefore taxed at a high rate. I am a little worried about a January sell off though. Hopefully it will be minor, but recent events in the market seem to be exagerated for some reason.

To: TobagoJack who wrote (2881)	12/29/1999 6:16:00 AM
From: TobagoJack	Respond to of 6018

The allocation of the ML fund I am in that is playing IPOs and 9984s of this world. Note percent allocated to 9984 ... as of Nov 30, 1999. Fund size $780.5 Million Geographic Distribution: USA 80.2% Cash & Cash Equivalent 13.4% Japan 3.7% Canada 0.9% Israel 0.9% Netherland 0.9% Total 100.0% Top Ten Holdings: Softbank 3.7% AOL 3.1% Yahoo 2.6% Cisco 2.4% Qualcomm 2.3% CMG Information Service 2.1% Red Hat 2.0% Exodus Communications 2.0% Niktomi Corp 1.9% Copper Mountain Networks 1.7%