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Technology Stocks : Softbank Group Corp

SFTBY 13.80

-76.5%

1:20 PM EST

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To: TobagoJack who wrote (115)	4/30/1999 3:19:00 AM
From: sunny	Read Replies (1) of 6020

Jay, thanks for your post. enjoyed reading it. there's one question that came to my mind reading your summary of ML's analysis: why the hell did they put a 19.000 yen target on 9984 with almost every part of the report showing value way above 19.000 yen?! Softbank is and will be one of my core holdings of the future that won 't be touched within the next 3-5 years baring any real fundamentally bad news. Another point to your post: what's the 19.000 yen value they came up by comparing Softbank to E*Trade etc.? Should it be the fundamental value of 9984's financial (online) service activities? If so what about all the other holdings and synergies like Yahoo, Geocities...they should really have put the target to a more realistic value beyond 25.000. But who cares by the way...have analysts ever been right?! LOL.... Adding 9984 to the Nikkei 225 will be a no brainer in the long term. we will see.... In a presentation downloadable from the 9984 website i've read on their roadmap that structure or organisation changes of 9984 will be announced in march or april (don't remember). any sign that i've missed here? regards sunny

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