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To: Robert Rose who wrote (99733)	4/10/2000 7:47:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Robert <How has your Softbank investment done> Ironically, softbank is not a core holding for me. It was up something like 16 fold last year to its peak and now is down more than 50% -- and still dropping last time I checked. As for ISLD -- it is a god company, but it is going to have some of the pain that is going around. At some point I will buy it in earnest -- as for this morning, it just did not look healthy and I did not buy more. At 30 or lower I will want to own it.

To: Robert Rose who wrote (99733)	4/10/2000 9:31:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>Problem now is the market is reevaluating the 'build now, earn later' approach. Of course now may be its bottom. Let's hope so. Robert, I'm impressed. I might change your 'build now, earn later' approach to...'build now, MIGHT earn later' approach. The stocks that have 'Might earn later' concerns are getting whacked. And stocks that have a history of real earnings...I don't worry about. Why do you hope over fed pigs have hit bottom? You never struck me as the type who would have a lot of over fed pigs in your portfolio. Btw Wednesday should get better.