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


To: TobagoJack who wrote (3794)2/10/2000 8:43:00 AM
From: b_spiral  Read Replies (1) | Respond to of 6018
 
Cisco Japan IPO target....

I think Oracle is a good comparison.
Strategically linked with together with SUN and Cisco for the internet and Oracle had a Japan IPO.
All figures from Yahoo and at 1$@100YEN.

Oracle US 169B$
Cisco US 440B$
ORACLE Japan (4716) 60B$.

It's possible that within 3months- Cisco Japan will have a valuation of 100B$+
Softbank owns 8% (from memory- please let me know if incorrect) and gains over 8B$ within a few months. The only possible flaw in this scenerio is that Oracle has an overwhelming market share and Cisco has some real competitors in Japan.

Looking good. BTW 4716 is no slouch either.

Gary



To: TobagoJack who wrote (3794)2/10/2000 10:00:00 AM
From: Yamakita  Read Replies (1) | Respond to of 6018
 
Jay, was your interest in Furukawa generated by the discussion here? What do you see in Furukawa besides their ownership of JDSU? (JDSU ownership = 14 bill, total market cap = 10 bill)



To: TobagoJack who wrote (3794)2/10/2000 10:31:00 PM
From: barbie13607  Read Replies (1) | Respond to of 6018
 
Re : 5801 Furukawa Electric, Jay -

Can you suggest any links for DD on this one. TIA. -barbie