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To: H James Morris who wrote (97917)	3/30/2000 11:42:00 PM
From: GST	Respond to of 164684

H -- See my other message -- and this one -- buying opportunities are in Japan. When a stock is "limit down" it just stops trading. It cannot trade again until Monday -- they cannot re-open a stock that is "limit down". Each stock has its own "limit". Buy the adr's aggressively tomorrow -- IMO. Hot Stocks-Japan: Sakura Bank, Fsas, Net shares TOKYO, March 31 (Reuters) - The following stocks are on the move on Friday. 0423 GMT - Sakura Bank Ltd up 3.72 percent at 781, after Sony Corp said on Thursday Sakura will take a 16 percent stake in an online bank Sony plans to set up by the first half of 2001. U.S. investment bank J.P. Morgan (NYSE:JPM - news) will hold a four percent interest in the venture. Sony was up 0.41 percent at 14,560 yen. 0148 GMT - Fujitsu Support and Service Inc (Fsas) up 6.25 percent to 17,000 yen, staging a rebound after an eight-day losing streak triggered by news it had lost permits for setting up some electrical communication systems after breaching construction regulations. 0127 GMT - Internet stocks were mostly lower, with sentiment dampened after Hikari Tsushin Inc lowered its operating forecast for the six months to February 2000 to a loss of 13 billion yen. It previously forecast a six billion yen profit. Internet Investor Softbank Corp fell by its daily limit of 5,000 yen or 5.18 percent to 91,500 yen and Internet portal Yahoo Japan Corp also fell by its daily limit of seven million yen or 10.1 percent to 62.3 million yen. Hikari Tsushin remained ask-only at 73,800 yen, down by its daily limit of 5,000 yen from Thursday closing of 78,800 yen. 0045 GMT - Pharmaceutical company Sankyo Co Ltd down 85 yen or 3.24 percent at 2,540 after it lowered on Thursday its group net profit forecast for the year ending today to 41 billion yen from 79 billion yen. Sankyo shares had already been under pressure since news it would halt sales in Japan of its diabetes drug Noscal, after the same drug was withdrawn from the U.S. market upon a request by the U.S. Food and Drug Administration following incidents of fatal liver failure among patients using the medication. The drug was sold as Rezulin in the United States. 0030 GMT - Mobile phone subscription firm and key Internet investor Hikari Tsushin Inc ask-only and down at 75,800 yen against its close on Thursday at 78,800. The company revised its operating forecast for the half-year to end-February to a loss of 13.0 billion yen from an earlier profit forecast of 6.0 billion yen.

To: H James Morris who wrote (97917)	3/30/2000 11:44:00 PM
From: GST	Respond to of 164684

Reuters Asset Allocation Table (Tokyo) for April TOKYO, March 31 (Reuters) - The following tables reflect model portfolios drawn up by Japan-based investors as of March 31 for asset allocations in April. Comparisons in brackets are from the previous survey for March. A similar poll is done from London (key GB/ASSET and hit F9) and from New York (key US/ASSET and hit F9). The survey features forecasts of ranges of yen/dollar rates for April and the Nikkei Stock Average for April. It also has the results of a survey on topics, sectors and companies that investors are focusing on. (Inquiries: Please call Akiko Ishiwata on +81-3 3432-6308.) EQUITIES BONDS CASH Nomura 47 (47) 47 (48) 6 (5) Okasan 50 (30) 25 (30) 25 (40) Tokyo Sec 40 (40) 30 (30) 30 (30) Nikko Asset 47 (47) 47 (47) 6 (6) Partners Inv 91.7(92.9) 0 (0) 8.3(7.1) Daiwa 80 (80) 15 (15) 5 (5) Kokusai Inv 50 (50) 45 (45) 5 (5) Dowa 45 (45) 30 (30) 25 (25) --------------------------------------------------------- Mar poll avg: 56.34 29.88 13.79 Feb poll avg: 52.43 31.67 15.90 Jan poll avg: 54.04 30.00 15.96 Dec poll avg: 55.54 30.00 14.46 Nov poll avg: 54.86 29.78 15.37 Oct poll avg: 49.53 32.44 18.02 Sept poll avg: 48.49 32.78 18.73 Aug poll avg 53.44 33.50 13.06 July poll avg 52.55 33.88 13.58 June poll avg 52.32 32.67 15.01 May poll avg 47.26 37.11 15.63 Apr poll avg 47.11 36.56 16.33 Mar poll avg 46.45 40.91 12.65 ---------------------------------------------------------- GLOBAL EQUITIES (yen-based, unhedged, allocation in pct) Benchmark: Morgan Stanley Capital International (MSCI) US/CAN UK GER FRA EURO NON-EURO JPN ASIA EMRG Nomura 31 8 8 5 5 2 36 5 0 (30) (7) (9) (5) (6) (2) (36) (5) (0) Daiwa 20 9 11 11 6 3 36 3 1 (20) (9) (11) (11) (6) (3) (36) (3) (1) Okasan 15 5 20 10 5 0 35 10 0 (15) (10) (10) (10) (5) (0) (35) (15) (0) Tokyo Sec 23 5 15 10 11 3 31 2 0 (23) (5) (15) (10) (11) (3) (28) (5) (0) Nikko Asset 47.6 9.3 6.8 6.6 7.4 5.5 13.4 3.5 0 (47.6)(9.8) (6.5) (6.6)(6.7) (5.9) (13.5) (3.4) (0) Daiwa 50 10 10 7 1 0 20 2 0 (45) (12) (11) (8) (3) (1) (18) (2) (0) Partners 65.9 3.2 0.4 4.4 4.4 1 20.8 0 0 Inv (62.5)(2.6) (0.4) (4.6) (5.0) (0) (24.8) (0.1) (0) Kokusai Inv 32 5 10 7 3 0 40 3 0 (32) (5) (10) (7) (3) (0) (40) (3) (0) Dowa 40 6 10 7 6 6 25 0 0 (35) (6) (12) (8) (7) (6) (25) (1) (0) Nissay 50.5 9.5 7.5 7.5 6 2 15.5 1.5 0 (51) (9) (7.5) (7.5) (6) (2) (15.5) (1.5) (0) US/CAN UK GER FRA EURO NON-EURO JPN ASIA EMRGMKT Mar avg: 37.50 7.00 9.87 7.55 5.48 2.25 27.27 3.00 0.10 Feb avg: 37.65 7.67 8.95 7.61 6.15 2.45 25.62 3.82 0.09 Jan avg: 38.10 7.69 8.87 7.73 6.26 2.40 25.11 3.74 0.09 Dec avg: 38.62 8.36 9.19 7.45 6.50 2.54 24.05 3.19 0.09 Nov avg: 40.02 8.10 8.68 7.27 6.05 2.71 23.22 3.86 0.09 Oct avg: 39.04 8.06 8.94 7.36 6.47 2.63 23.56 3.86 0.09 Sept avg: 40.69 8.74 8.86 7.16 5.85 2.71 21.88 4.00 0.10 Aug avg: 40.91 8.46 8.82 7.08 6.42 2.58 21.78 3.85 0.09 Jul avg: 44.66 8.45 8.19 6.59 6.74 2.81 20.44 1.92 0.20 Jun avg: 43.37 8.70 7.43 6.74 6.61 2.65 20.50 3.75 0.27 May avg: 44.13 8.65 7.93 6.52 5.94 2.42 20.73 3.41 0.27 Apr avg: 45.01 8.02 8.01 6.56 5.99 2.27 21.09 2.68 0.36 Mar avg: 44.15 8.25 8.86 6.63 7.13 2.54 20.54 1.73 0.15 Feb avg: 43.25 8.99 9.57 7.55 6.94 2.77 18.96 1.81 0.15 US/CAN UK GER FRA EURO JPN ASIA EMRGMKT Jan avg: 42.72 8.82 10.31 7.18 9.98 18.58 2.27 0.15 Dec avg: 42.54 9.46 9.92 7.27 9.81 17.65 3.12 0.23 Nov avg: 44.54 9.08 10.23 7.46 8.46 16.96 2.96 0.31 Oct avg: 44.92 9.46 10.85 7.54 8.38 16.00 2.54 0.31 GLOBAL BONDS (yen-based, unhedged, allocation in pct) Benchmark: Salomon Brothers global bond index US/CAN UK GER FRA EURO NON-EURO JPN ASIA EMRG Nomura 42 15 15 10 9 3 6 0 0 (42) (15) (15) (10) (9) (3) (6) (0) (0) Okasan 52.5 10 7.5 5 5 7.5 5 7.5 0 (50) (12.5) (10) (5) (7.5) (2.5) (7.5) (5) (0) Tokyo Sec 25 15 25 10 17 5 3 0 0 (25) (15) (25) (10) (17) (5) (3) (0) (0) Nikko 37 8 55 0 0 0 0 0 0 Asset (37) (8) (55) (0) (0) (0) (0) (0) (0) Kokusai 40 10 16 10 9 3 12 0 0 Inv (40) (10) (16) (10) (9) (3) (12) (0) (0) Dowa 34 9 7 7 15 7 21 0 0 (34) (9) (7) (7) (15) (7) (21) (0) (0) US/CAN UK GER FRA EURO NON-EURO JPN ASIA EMRGMKT Mar avg: 38.42 11.17 20.92 7.00 9.17 4.25 7.83 1.25 0 Feb avg: 37.43 10.93 20.00 7.86 9.93 3.07 9.64 1.14 0 Jan avg: 36.93 10.93 20.00 7.86 9.93 3.07 9.79 1.50 0 Dec avg: 36.43 11.07 20.43 8.50 9.64 3.07 9.00 1.86 0 Nov avg: 36.57 11.07 20.43 8.14 10.50 3.07 9.07 1.14 0 Oct avg: 36.57 10.29 20.07 8.00 10.64 3.07 10.21 1.14 0 Sept avg:37.00 10.33 21.08 8.33 9.75 2.92 8.75 1.83 0 Aug avg: 38.43 10.57 19.79 8.29 9.36 3.07 9.36 1.14 0 July avg:38.17 10.33 21.67 8.67 9.67 3.17 7.67 0.67 0 June avg:41.71 10.43 17.79 8.14 9.43 3.07 8.14 1.29 0 May avg: 44.71 11.86 13.29 8.00 8.93 3.07 8.86 1.29 0 Apr avg: 43.00 11.86 13.64 8.07 10.21 3.07 9.00 1.14 0 Mar avg: 44.56 10.22 18.61 6.28 8.61 2.17 9.44 0.11 0 Feb avg: 45.17 10.00 18.61 6.61 7.61 2.17 9.72 0.11 0 US CANADA JAPAN UK FRA GER EURO ASIA Jan avg: 46.11 2.56 8.89 9.83 7.72 16.06 8.72 0.11 Dec avg: 46.67 2.67 8.89 9.44 6.94 15.11 10.17 0.11 Nov avg: 47.83 2.89 8.72 9.44 6.61 14.22 10.17 0.11 Oct avg: 45.83 2.89 9.11 10.56 6.50 15.61 9.39 0.11 --------------------------------------------------------------- Contributors to the survey expect the dollar/yen exchange rate and the 225-stock Nikkei average to fluctuate within the following ranges in April: Yen-Dollar Nikkei average Nomura 105.00-115.00 18,500-21,000 Daiwa 102.00-112.00 19,000-21,500 Tokyo Sec 103.00-113.00 19,500-21,000 Partners 105.00-110.00 19,000-21,000 Nikko Asset 100.00-112.00 17,500-20,500 Daiwa 105.00-111.00 19,000-21,000 Dowa 105.00-110.00 19,000-21,500 Okasan 104.00-109.00 19,500-21,500 Kokusai Asset 104.00-114.00 18,800-20,500 AVERAGE 103.70-112.10 18,922-21,222 Contributors: Nomura Securities Financial Research Center, Daiwa Institute of Research (DIR), Okasan Economic Research, Tokyo Securities, Nikko Asset Management, Partners Asset Management Corp, Daiwa Asset Management, Dowa Kasai Investment Management, Kokusai Asset Management and Nissay Asset Management. ------------------------------------------------------------- -