SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: StockHawk who wrote (48)9/3/1999 12:39:00 PM
From: Teflon  Respond to of 1817
 
Right on target, StockHawk. I have been developing a concept for some time that suggests that the key *discontinuos innovation* like product companies like ICGE bring to market are the network of companies and resources they have at their disposal through their portfolio and management relationships. In other words, if you want to get a B2B ebusiness out to market, you cannot afford to not do business with/seek funding from ICGE.

I'm just exploring here, mind you.

Teflon



To: StockHawk who wrote (48)9/3/1999 12:41:00 PM
From: gdichaz  Read Replies (3) | Respond to of 1817
 
StockHawk: Much appreciate your SFE post. One additional comment in part as a result of Teflon's comment on SOFTBANK.

There is major strength in nurturing companies from infants to teenagers to adults - to and through maturity. SFE does this. An IPO ain't the end of SFE's help and assistance. And each of the companies within SFE's orbit help and support each other - it is not just paternalism. Very powerful IMO. In itself a "new" business model in the US as best I know.

As Teflon said he thinks a weakness of SOFTBANK is that it provides mostly money (odd in Japan BTW). And from what I have been able to gather so far, SFE is well ahead of CGMI in its ability to provide experienced hands to help when and where needed. This is actually what led me to choose SFE as my "nurturer".

Now SFE's ICGE is coming up fast on the outside and may be even more sucessful than its parent - if it uses a similar approach. Cha2



To: StockHawk who wrote (48)9/8/1999 6:31:00 PM
From: Sunny  Read Replies (1) | Respond to of 1817
 
StockHawk, It appears that much if not most of the value from owning SFE comes from the spin offs. A person basically gets the right to purchase additional shares at the IPO price. Therefore to someone that stays fully invested, is this stock a good investment, or do you lose too much value if you do not participate in the IPO of nurtured companies?

Sunny