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Technology Stocks : Softbank Group Corp

SFTBY 12.55

-1.1%

Jan 16 3:59 PM EST

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To: swisstrader who wrote (1911)	9/26/1999 6:10:00 AM
From: TobagoJack	Read Replies (3) of 6020

Hello Swisstrader, good idea but I suspect that all on this board has averaged 10% less sleep and 20% less TV/newspaper time over the pas 18 months. Where is Ganesh on this issue? His board is handy. ML released 9984 update on Sept 22nd, raising price objective to Yen 50k. 9984 has rid itself of operating businesses over time and is now making accounting profit impossible, thus obligating "times multiple of portfolio" method to be used. 9984 will mark to market once per year its portfolio, directly impacting its P/L without releasing portfolio details. My comment, our empire is turning invisible in real space and reappearing in cyber space. ML notes that CMGI is valued at 10x portfolio, ICGE at 100x (B2B inherently worth more), and our 9984 ashould be at 15x, as it has a better portfolio than CMGI and also dominate Japan in that CMGI does not dominate anywhere. My comment, if 9984 is reading, is that all the horsepower of 9984 should be reallocated to Japan/Asia B2B, giving ourselves an instant 10x increase in wherewithal to live in Maui.

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