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To: Robert Rose who wrote (97798)	3/30/2000 1:03:00 AM
From: GST	Respond to of 164684

Robert: <You've taken this arguable investment viewpoint and attached it to a given investment vehicle (Softbank), without apparently taking much else into consideration. Such investment vehicles are called "Story Stocks."> Story stock? Do you know this company? They are opening the Nasdaq in Japan and elsewhere. They own a third of Yahoo and 300 other companies. They just bought a Japanese bank. They have a joint venture capital pool with the world bank. They are partners with everybody on everything that moves. A story stock? Sorry, if they have problems it will be managing all that they have wrought. The founder could well end up richer than Gates by the end of this year -- the problem is the same as with all these pigs -- there is no rational basis for valuation. Is it a trillion dollar company? Very possible. Is it a 100 billion $ company? -- also very possible.

To: Robert Rose who wrote (97798)	3/30/2000 9:28:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Robert, your going north and I just got back... You asked me a question a few days ago... I'm going to relax for a couple of days ... so ask me again. Btw 80% of my speculation stocks are gone...while my short activity in tech stocks has increased significantly. No puts though...why the premiums on the stocks I'd like to put are so high, is beyond me! Do you think it might relate to expected volatility? Sold my AOL 70 calls the other day @ 6. That was a $1 loss per contract.:-(