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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: TobagoJack who wrote (1912)	9/26/1999 9:24:00 AM
From: Labrador	Read Replies (1) of 6020

>>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.<< What do you mean 10x the portfolio? Do you mean that it should trade at 10x the value of the stocks in the portfolio? This cannot be right. Do you know the value of the portfolio?

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