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


To: swisstrader who wrote (3887)2/14/2000 6:23:00 AM
From: TobagoJack  Respond to of 6018
 
I had to calculate several times on the stock and warrants, and then again to make sure I pressed the buttons right, as the gains did not seem reasonable for a single day.



To: swisstrader who wrote (3887)2/14/2000 7:59:00 PM
From: Arthur Schenker  Respond to of 6018
 
Sal Swisstrader, you mentioned earlier, that Vivendi has a somehow comparable business concept as Softbank and CMGI for Europe. Partially I agree, but there are more and more companies riding this story. I think that in the Euro-Zone the CapGemini People are much more aggressive with their vehicle CGIP (http://www.cgip.fr/us/index.html). Vivendi got a lot of attention at the end of the Manny/Vodaphone-Deal while CGIP is not very public oriented - for the time being. Only parts of their assets have higher evaluation than actual market capitalisation (even oil - not in the caribian sea but north sea and near east). The stock is traded in Paris only (CW; isi fr. 121022) and not at the mainstreet for most of this board.
I also think that their IT activities are well hidden behind their main business: consulting, especially in IT matters what is a nice backdoor to many projects and (future) activities in this kind of business - and a good platform for interesting joint ventures, start ups and participations. If you have some Gemini Consultants in your company, they probably know more about it than you do.
I am not a finance pro and certainly 30 years older than most in this Coffee Shop (I got scalped 1987 already ...).
I think we are going through a fascinating time with all the changes due to communication- and biotech-developpments and sour that I will miss 30 years earlier - despite biotech as I think that I am a to early for eternal live. The exchange brain, heart, liver from the Novartis swines in the UK Labs will not be ready in time. The first secret swinebrain transplantations are a flop because the two receivers were pained day and night by dirty thoughts - as most of us have them from time to time - but not all the time. Merci!
I like very much the gains made with my softbank stocks and warrants SFOOD and SOFTX and enjoy the refreshing (and well informed, professional) stile in this Coffee Shop. The breathless messages from micheldadada could make somehow gaga.
Back to serious matters: do you - or other board members know CapGemini, their plans to start an Internet Brokerservice in summer etc. And what are your opinions.
Tschau, Art.