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

To: keta who wrote (3869)	2/13/2000 8:58:00 PM
From: ms.smartest.person	Read Replies (1) \| Respond to of 6018

keta, I think this whole scenario is going to be fascinating to watch. IMHO this is setting up to be a competition between (Softbank/Yahoo!) and (PCCW/CMGI/AltaVista)with Singapore Telephone and HKT swallowed up by one side or the other. I don't give HKT to PCCW yet ... Just think of the theatrics we have watched for the last couple of months between Vod/Manny & Pfizer/Warner Lambert! In addition, so many outside players have business arrangements and/or joint ventures with players on both sides that it could get complicated -- almost incestuous! Will Intel show for CMGI? Oracle? I can see SNE and MSFT trying to fit in somewhere too. The prize is HUGE! Then there is PCCW's plans for India...will SATYAM INFOWAY want in the game? If so, on what side? A big player out there, Cisco, can wait ... Cisco wins, no matter what. Did I leave anybody out?? If the rumors of Singapore Tel/PCCW/HKT merging becomes reality, I look to other players to try and outbid for Singapore and HKT. PCCW has lots of stock but no cash and CMGI does not have the cash that Softbank/Yahoo! Japan have. IMO speculation that Hong Kong government does not want HKT bought by Singapore Telephone has some validity. This whole scenario just looks great -- it has my husband ALMOST willing to buy me Softbank -- if they split he will! We own YHOO, PCCW, CMGI, CSCO, ORCL, INTC, MSFT and he is buying SNE, hopefully tomorrow. I have him buying me Cheung Wah tomorrow and so I will be your POOR relation. This is going to be my entertainment for the rest of the winter. Hope it is done by spring, so I can plant my gardens.

To: keta who wrote (3869)	2/13/2000 10:32:00 PM
From: ms.smartest.person	Read Replies (1) \| Respond to of 6018

keta, News Flash PCCLF selling $1B to bid for HKT!! quote.bloomberg.com

To: keta who wrote (3869)	2/13/2000 11:16:00 PM
From: TobagoJack	Read Replies (1) \| Respond to of 6018

Softbank, like AOL/TWX, is busy, on content, which is will continue to be in shortage. PCCLF needs everything for their broadband, but more ways than one to do broadband. QUOTE Saturday, February 12, 2000 Fuji TV, 3 Others Jointly Set Up Satellite Movie Firm TOKYO (Nikkei)--Three Japanese companies and one Australian firm have set up a joint venture to transmit Japanese digital movies via communications satellite, sources close to the companies said Friday. The firms are Fuji Television Network Inc. (4676), Sony Corp. (6758), Softbank Corp. (9984) and News Corp. The venture is capitalized at 400 million yen, with each partner contributing a 25% stake. The company will in April take over two Japanese movie channels, including a channel which screens historical plays, from Sky Entertainment Corp., a Tokyo satellite channel provider which is currently jointly owned by the four companies. The new firm, which aims to become a big fish in the satellite movie broadcasting business, will solicit participation from Japanese movie production firms, the sources said. Sky Entertainment will on April 1 merge with J Sports, a channel provider affiliated with Sumitomo Corp. (8053) to specialize in offering sports programs. The viewing charges and contents of the two Japanese movie channels presently offered by Sky Entertainment will remain unchanged for some time after being transferred to the joint venture. The two channels had 304,000 and 302,000 subscribers each as of Jan. 31. (The Nihon Keizai Shimbun Saturday morning edition) UNQUOTE