Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Clint E. who wrote (20394)	3/30/1999 7:43:00 PM
From: mattie	Read Replies (2) \| Respond to of 67982

Clint, looks like a good qtr report for your ITRA. Do you know anything about Softbank, the Japanese VC/Internet/Publishing Co? Looks like its dirt cheap based on their assets. They own 28% of Yahoo as well as stakes in Geocities, etrade, 78% of Ziff-davis, comdex - and they have VC biz which includes future hot ipo's like thestreet.com. Anywhay, from what I can find the market cap of softbank is about 11 bill us$ (104 mill shares X 111.). The value of their Yahoo holdings is almost 11 bill us$. Its had a big run over the past month as Japan and internet stocks surge, but it still looks very cheap. But, I may be missing something so do your own DD. If you know anything (or any other lurkers) let me know. oh yeah, another problem is that it is not traded in the US. I have an order to buy some tonight in Japan.

To: Clint E. who wrote (20394)	3/30/1999 9:28:00 PM
From: dppl	Respond to of 67982

Thanks Clint... some have more of a Y2K mix than others but WHIT should set the scene. Thomas

To: Clint E. who wrote (20394)	4/1/1999 10:01:00 AM
From: David Alan Cook	Read Replies (1) \| Respond to of 67982

Clint, Unicore a private company with Y2K products merged with another smaller company . . . TSSW. The CEO of Unicore will run both companies. As part of this deal, He will receive 25% of all shares of TSSW. Unicore is profitable with good revenue and earnings growth the last year. Revenue was up over 30% and Net Income was up over 100%. See news on TSSW. Looks undervalued to me and the CEO who insisted on shares. Dave