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

To: TobagoJack who wrote (4208)	3/3/2000 8:21:00 PM
From: Edwin S. Fujinaka	Read Replies (1) \| Respond to of 6021

Sm@rtReseller Online, the Ziff Davis weekly Magazine for February 28, 2000 (which I just got via snail mail and I don't know how to view online) just did an article on Internet keiretsus. Surprisingly, of their "Seven Sumos" Softbank showed up only as number 6 just ahead of Vulcan Ventures and behind (in order) AOL, AT&T, CMGI, DVIN, and MSFT. The article condescendingly says, "...Softbank is playing the money game almost as well as CMGI." DVIN is not even public yet (IPO set for the week of March 27th). BTW, there is a pre IPO Board right here at SI on DVIN. What is somewhat surprising is that this is a ZD publication. I suggest that the keiretsu concept needs a little tuning up. I noticed this lack of cooperation between menbers of the Softbank keiretsu when "Computer Shopper" did not list Buy.com as the low priced vendor for a HP CD Writer that I just bought. I think that Son is not micromanaging the members of the Softbank keiretsu so I think there is credibility to his comment that the Softbank related IPOs are free to list their stock wherever they want. Of course, the fact that only three companies initially listed on the Mothers Exchange suggests that Nasdaq Japan is going to be a blockbuster success in June.

To: TobagoJack who wrote (4208)	3/5/2000 7:43:00 PM
From: manohar kanuri	Read Replies (2) \| Respond to of 6021

Thanks, Taikun, Jonas and Jay for the chart input. Much tempted, Taikun, to say something clever about modus vivendi being bull, but somehow it's not working.... Spent the weekend giving myself a crash course in molecular biology and my head's swimming in alphabet soup ....and much humility and fascination at the thought that we are no more than naturally occuring processing machines. Have to now investigate by osmosis the enzymes, amino acids and proteins in a bottle of bordeaux. "Either way, we win." Good thinking Jay.....makes for contentment. manohar