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Technology Stocks : Internet Guru Discussion

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To: Jeff Dryer who wrote ()	11/4/1999 11:03:00 PM
From: bjoseph	of 4337

steve, please do an analysis: market cap to asset value for the following companies ... please... cmgi icge softbank sfe you are the man when it comes to valuing the individual companies these guys own including the value of their non public companies.. if you have done this before please point me to the report thanks again.. been investing in the photonic/broadband/wireless arena lately...moved a little late on some.. whats your take on the next hot..direction..or have we just seen the beginning of the broadband wireless value explosion... have you made up a list of all the B2B sites and their potential value based on their financial models??? sorry about all the questions but i had to ask bill

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