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To: GST who wrote (99727)	4/10/2000 7:42:00 PM
From: Robert Rose	Read Replies (2) \| Respond to of 164684

<I have no taste for net stocks as a rule - but I have been happy to invest in the plumbing.> How has your Softbank investment done? (Serious question. I haven't followed it. When did you buy it and what has it done since?) As for isld, we all know it's in a funk. Problem now is the market is reevaluating the 'build now, earn later' approach. Of course now may be its bottom. Let's hope so. (No knock against the fine company, just a comment about it as a current investment.) What other net stocks do you own?