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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (1373)	6/26/2000 3:41:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Japan B2B/B2C: A Quiet Revolution in the Works? Japan Equity Research Team The dot-com mania may have cooled visibly, but we do not see any slowdown in the fundamental trend of Internet adoption in Japan. The Internet in Japan is here to stay, and the challenge is how and to what extent local companies can use it to enhance global competitiveness. We believe Japan's Internet growth phase is roughly 2 years behind the US, but the gap is narrowing quickly. We expect Japanese corporate Internet penetration to accelerate rapidly over the next 2 years and usage sophistication to improve greatly. However, Internet adoption will not be easy for Japanese corporations, and the Internet will not be a panacea for many traditional companies, as most of our analysts acknowledge. The good news is that we are seeing signs of keiretsu breakups as well as collaborations that were previously unthinkable. IT may bring huge savings and enormous opportunities to Japan. At the very least, e-commerce is probably a useful catalyst for doing things that should be done anyway.