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


To: 45bday who wrote (217)6/3/1999 2:24:00 AM
From: Edwin S. Fujinaka  Respond to of 6020
 
I have not seriously evaluated CMGI, but I've seen others (including Mr Son of Softbank) say that the comparison is strongly in favor of Softbank. Son says to look at the quality of the subsidiaries. I have just started looking at Softbank and I still have a lot to learn. Several people have said that Softbank's publicly traded holdings are worth more than the market cap of Softbank. Then they go on to say that the many more non publicly traded companies that Softbank owns are not even included in the totals. I'm not sure how all of Softbank's debt has been factored in as well as warrents and convertible stocks. It would be nice to have some of the US Based analysts examine Softbank in some detail. Particularly for financial aspects. I believe that some of this will be done if Softbank becomes listed via ADRs on an American Exchange.



To: 45bday who wrote (217)6/3/1999 2:59:00 AM
From: Edwin S. Fujinaka  Read Replies (1) | Respond to of 6020
 
Some news:
Thursday, June 3, 1999
Softbank To Help Market Computer Associates Products In Japan

TOKYO (Nikkei)--Softbank Corp. (9984) announced Wednesday that it has agreed with Computer Associates International Inc., the world's third-largest software vendor, to set up a Japanese support center for the U.S. company's products.

The companies aim to boost sales of the software by establishing an Enterprise Solutions Center at Softbank this fall. The center will focus on providing Unicenter TNG solutions to companies through small to midsize systems integrators. It will also offer services like consulting, training and implementation support.

In addition to wholesaling to systems integrators, Softbank also plans to market the software directly to corporate clients, an unusual move in the industry.

(The Nihon Keizai Shimbun Thursday morning edition)