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Technology Stocks : Softbank Group Corp -- Ignore unavailable to you. Want to Upgrade?

To: Edwin S. Fujinaka who wrote (2634)	12/6/1999 9:14:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 6020

Although we are well over twice the market value of the 12 publicly traded Softbank holdings, some inside the Company still think the Company is undervalued. As I posted before, the 12 issues you mention barely scratch the surface where valuation is concerned. The imputed value (assuming a conservative multiplier on the non-publically traded issues) is "only" 1.4 times sum of the parts. This does not take into account any synergies between the companies or the market value of several units to be taken public in 2000. Compare this with CMGI in the range of 3X sum of the parts.