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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (10787)	6/27/2000 5:30:00 PM
From: flyboy	of 78717

SOFN is working with Pacific Century in Asia. Now Malone and Gates are interested in that space. The deep pockets are interested in that business! SOFN hit $50 a share in February based on buyout interest. >The consolidation has already begun. Last week, it emerged that Pacific Century CyberWorks, the Hong Kong-based internet company headed by Richard Li, had agreed to invest ¾1.5bn ($14.14m) in Tomen Mediacom, a Japanese cable operator, in order to roll out its Network of the World interactive TV service. Tomen and PCCW are in talks with several other operators including Fujitsu, which owns a number of cable companies in the Tokyo area, about further alliances.< news.ft.com CIBC has a target of $52 which was reiterated last week...http://www.netcognizance.com/ArticleView.ASP?articleid=55588 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Take a look at EPRE, formerly BNYN...The stock went as low as $6 5/8 today. The company owns 41% of SWBD which it recently spun off. The total assets of the company exceed $8 a share with no debt. The software sales were down last year but analysts expect a profit next year in that end of the business. It is very cheap here and I don't think that it will stay this low too long.

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