BCE - Holding Company for the 21st Century - kanadische CMGI (Top-Analyse aus Amerika ,Amis können e - 500 Beiträge pro Seite

[granate]

BCE - Holding Company for the 21st Century

BCE ist die - unentdeckte - CMGI Kanadas !!

Lest den nachfolgenden Artikel und Ihr wißt Bescheid.
Das Beteiligungsdepot ist erste Sahne.

Das Beste : Der Artikel ist von GESTERN ( 17.1.00 ) , was bedeutet, dass die Amis darauf erst HEUTE raegieren können, da deren Börse gestern geschlossen war.
Man muß also endlich mal einer Aktie nicht hinterher laufen, sondern kann frühzeitig reagieren und sich eindecken.
Nachdem die Mehrheitsbeteiligung von BCE, die BCE Emergis, heute gleich mit +30 % eröffnet hat, haben die Anleger die m.E. viel hübschere Mutter noch nicht entdeckt. Aktuell ist BCE - noch - zu 88 Euro zu haben

Weitere Details, die zeigen, daß hier eine ganz spannende Story zu laufen beginnt :

- BCE bisher hier im Board noch NIE erwähnt !
- Strong-buy Empfehlung in dem Artikel
- erstklassiges Beteiligungsportfolio / deutliche Unterbewertung
- gestern starke Kaufempfehlung für BCE Emergis auf NTV ( die heißesten Internetaktien ! ) - BCE Emergis ist eine PROFITABLE B2B AKTIE - BCE hält 65,7 % an BCE Emergis !!!
- Konsolidierung hat bereits stattgefunden
- charttechnisch aussichtsreich


Hier der Text :

"
Holding Company for the 21st Century
By David H.M. Baker, Columnist

There`s more value packed into BCE`s holdings than investors realize.

BCE (NYSE:BCE - news) is a fabulous play on the emerging digital economy, a holding
company for the 21st century.

The company, formerly known as Bell Canada, holds Canada`s national telephone
company and a broad array of telecommunication and Internet-related companies.

It`s similar in many ways to Internet holding companies CMGI (Nasdaq:CMGI - news),
Safeguard Scientifics (NYSE:SFE - news) and Internet Capital Group (Nasdaq:ICGE -
news) yet its businesses are profitable and trade at a substantial discount to these leaders.
BCE`s Canadian location has given it a lower profile than many of its US contemporaries,
and in my view has led to its trading at a substantial discount to the value of its parts.

Impressive Holdings
BCE owns 39.6% of Nortel (NYSE:NT - news), 33% of Aliant, 44.5% of CGI (NYSE:GIB - news), 65.7% BCE Emergis,
73.7% of Bell Canada International (Nasdaq:BCICF - news) and 21.6% of Teleglobe (NYSE:TGO - news). Nortel is
arguably one of the leading telecommunications providers in the world, and BCE`s share of the equipment giant`s market
capitalization nearly exceeds its own market cap.

In fact, if BCE were to sell all of its publicly traded stocks at their current prices, it would receive approximately $62 billion --
$8 billion, or 15%, more than its own value. That means an investor would be getting BCE`s core telephony business,
80%-owned Bell Canada, for free.

Let`s look more closely at some of these holdings.

Aliant is a mini-telecom conglomerate in its own right, generating over $1 billion in sales across its four business units: IT
consulting, new media, telecommunications and satellite communications. The company`s market capitalization is $2.2 billion
and BCE`s share is $728 million.

CGI is the fifth largest IT services company in North America with over $1 billion in sales. It engages in large-scale
outsourcing deals and its primary competitors are IBM (NYSE:IBM - news) and Unisys (NYSE:UIS - news). BCE`s share
of CGI`s $5.7 billion market capitalization is just over $2.5 billion.

BCE Emergis is an e-commerce solutions company similar to Ariba (Nasdaq:ARBA - news), as it is currently engaged in a
business-development partnership. The company has just landed a deal with Bell Canada, which selected it to build its
e-procurement solutions. BCE has half of BCE Emergis` $5 billion market cap. Special bonus: BCE Emergis is profitable.

Bell Canada International, or BCI, is one of the most undervalued properties under the BCE umbrella. The company holds a
portfolio of international wireless and telecommunications assets consisting of eight Asian and Latin American wireless firms.
BCI can count 1.2 million subscribers of these companies as its own, along with 80 million POPs (points of presence) from its
interests in five Latin American regional phone carriers.

Wireless Subscribers Undervalued
BCI`s wireless subscribers are valued at just $370 per subscriber. That compares to many thousands of dollars for
competitors: $10,500 per subscriber for Sprint PCS (NYSE:PCS - news) based on third-quarter estimates; $6,900 per
subscriber for Vodafone Airtouch`s (NYSE:VOD - news) bid for Mannesmann (Nasdaq:MNNSY - news); $9,700 per sub
for Mannesmann`s purchase of Orange (Nasdaq: ORGNY - news).

Valuing BCI`s subscribers at a conservative midpoint level of $7,500 each leads to a valuation of over $36 billion, or nearly
ten times BCI`s current market cap. BCE`s share would amount to approximately $26 billion. This also assumes the value of
its CLEC portfolio is zero.

Finally, there`s Teleglobe, with the world`s third largest undersea fiber network delivering advanced broadband applications to
customers in more than 100 countries. The company`s valuation of 2.23 times sales is far below those of competitors Global
Crossing (Nasdaq:GBLX - news) at 26 times sales; Qwest (NYSE:Q - news) at eight times sales and Level3 (NYSE:LVTL
- news) at 54 times sales.

I realize that the network`s ultimate potential and historic sales are really the most valid valuation measure, but I think this
method of comparison offers a baseline.

Bell Canada for Free
BCE remains considerably undervalued because investors seem unwilling to pay for the value of the pieces under its
corporate umbrella. Given the figures above, investors in BCE are getting Bell Canada for free. Bell Canada is generating
over $760 million in earnings for BCE. Bell Canada also owns Bell Mobility, with 2.2 million subscribers.

It`s quite apparent that BCE is one of the most undervalued telecom stocks on the planet. I calculate the current market value
of all its companies, plus the value of BCI, Teleglobe and the wireless portion of Bell Canada at market-comparable values,
to be an indicative market cap of approximately $105 billion -- double its current level. This also assumes valuing Bell
Canada`s non-wireless business at zero.

It may take a while for the market to wake up to this valuation disparity. But I don`t believe the market will ignore it forever.
My 12 month target price for BCE is $125 (it currently trades for $84) and this could be quickly realized when investor`s
catch wind of this opportunity.

David H.M. Baker CFA is an analyst for worldlyinvestor.com and president of Rivendell Capital Management
(www.rivendellcapital.com), a private-client money management firm. His twice-weekly column covers stocks that he feels
are undervalued relative to their peers."

Wauh ! Die Beteiligungen sind wirklich top !
Tja, wer da nicht kauft ist wohl selber schuld !!


ciao

granate

[Interman]

Zu spät Granate!
Gestern in N-TV - heute + 30%.

Schade, aber vielleicht werden sie übermorgen wieder billiger

[AbstrAktionist]

seit gestern drin und fühl mich wohl
fast so gut wie formula systems

[granate]

He, Interman !

Vielleicht liest Du mein Posting erst mal. Dann wirst Du feststellen, dass es sich NICHT um die gestern empfohlene BCE Emergis handelt, sondern um die Mutter BCE.
Nur diese wird übrigens in USA gehandelt !

Also, genau lesen und dann ... kaufen !!

ciao

granate

[dannyj]

Meinst Du die BCE mit der Wkn:850435 ?

[granate]

Halo dannyj !

Ja, genau die meine ich !


ciao

granate

[janigmbh]

Liest sich ja wirklich granatenhaft !!

Grüße Jani

[entaklemmer]

In D zwar bisher weitgehend unbekannt - ist aber trotzdem in USA schon gut gelaufen?!

Jedenfalls aber schöner Hinweis.

mfG entaklemmer

[granate]

Die Beteiligung BCE emergis ( BCE hält 66 % ) hat heute zwischenzeitlich um über 30 % zugelegt, aktuell noch ca. 18 % im Plus.

Rein rechnerisch müßte sich daraus eine Kurssteigerung von BCE von knapp 12 % ergeben.

Da die anderen Beteiligungen auch weiterhin outperformen werden, wird die Unterbewertung weiter zunehmen, es sei denn, die Anleger wachen auf ...

Allein die Beteiligung Nortel stellt eine Perle dar.
Und immerhin hält BCE nicht etwa eine kleine Minderheitsbeteiligung, sondern 39,6 % !!

"
Nortel is arguably one of the leading telecommunications providers in the world, and BCE`s share of the equipment giant`s market
capitalization nearly exceeds its own market cap. "

Alles klar !!


ciao

granate

[Brokerhajo]

hallo Leute habe nach der Empfehlung gestern
den Kurs bei 83€ gesehen und bin eben zu 72,5€
reingegangen. Wie sind die genauen Zahlen von
BCE Emergis Marktkapitalisierung ,Aktien und
Aussichten


Gruß brokerhajo

[privateer]

Neuigkeiten! Kurs in Kanada aber unverändert!

MONTREAL (Québec), Jan. 18 /CNW/ - Starting today, Bell Canada is
offering unlimited access to its dial-up Sympatico(TM) Internet service for
only $22.95 per month. For new customers, this flat rate includes the
start-up CD ROM and a month of free online Web use.
Sympatico clients can now surf the Web anytime and all the time. This
offer - one of the most competitive flat rates available - confirms Bell
Sympatico`s leadership as Canada`s number one Internet service provider.
This new flat rate includes a free subscription to the Netlife magazine
and access to 24 hour-a day, seven-day-a-week assistance. Other rates for
Sympatico service remain unchanged: $15.95 for 100 hours (FirstRate(TM)
customers) or 60 hours; and $9.95 for 15 hours (FirstRate customers) or 10
hours. FirstRate is the long distance savings plan offered by Bell Canada.
Bell is committed to maintaining Sympatico`s leadership position. In
1999, Bell put some $180 million into the service to improve its technological
infrastructure - such as the necessary upgrades that allowed the company to
introduce Sympatico High Speed Edition(TM). It has also been active in the
development of new content such as its MontrealPlus.ca and its
soon-to-be-launched Adbag.ca web sites. During the past several weeks, Bell
has hired some 200 additional agents to assist customers and has spent $1.25
million on a new e-mail server and infrastructure that improve mail-handling
capacity by 50 per cent.
Bell ActiMedia is a wholly owned subsidiary of Bell Canada, Canada`s
largest communications company. Bell ActiMedia is responsible for Bell`s
Internet portal strategy and ISP business, as well as for providing e-commerce
solutions for small and medium-sized businesses, and database and directory
publishing in print and on the Internet.
Operating for more than 80 years, Bell ActiMedia is also the owner of the
trademarked walking fingers logo and the brand name ``Yellow Pages`` across
Canada. Bell ActiMedia manages a customer base in Ontario and Québec of more
than 320,000 advertisers and a business database of more than 2.5 million
up-to-date, accurate listings available in print and through the Internet at
popular web destinations such as YellowPages.ca, toronto.com, MontrealPlus.ca,
QuébecPlus.ca, and through the at Sympatico.ca portal site.
Bell Canada provides a full range of communications services to
customers, including wired and wireless local and long distance telephone
services, Internet access, high-speed data services and directories. Bell
Canada, its telecom partners and subsidiaries provide services through 13.6
million access lines, including 11 million in Ontario and Québec. Bell Canada
also serves more than 2.3 million wireless customers through Bell Mobility.
Bell Canada is 80% owned by BCE Inc. of Montréal and 20% owned by SBC
Communications Inc. of San Antonio, Texas. Bell Canada`s Internet Web site is
located at http://www.bell.ca. News releases, speeches and background
information are in the Newsroom. Our e-mail address is [e-mail].



-30-

For further information: Irene Shimoda, Bell Canada, Media Relations,
1 888 482-0809, [phone], [e-mail] or Marie-Eve Savard,
Bell Canada Media Relations, 1 877-391-2007, [phone],
[e-mail]

This press release concerns more than one organization.
To view releases from one of these organizations, please select from below.

BELL CANADA
BCE INC.

Viele Grüße
privateer

[privateer]

Neuigkeiten! Kurs in Kanada aber unverändert!

MONTREAL (Québec), Jan. 18 /CNW/ - Starting today, Bell Canada is
offering unlimited access to its dial-up Sympatico(TM) Internet service for
only $22.95 per month. For new customers, this flat rate includes the
start-up CD ROM and a month of free online Web use.
Sympatico clients can now surf the Web anytime and all the time. This
offer - one of the most competitive flat rates available - confirms Bell
Sympatico`s leadership as Canada`s number one Internet service provider.
This new flat rate includes a free subscription to the Netlife magazine
and access to 24 hour-a day, seven-day-a-week assistance. Other rates for
Sympatico service remain unchanged: $15.95 for 100 hours (FirstRate(TM)
customers) or 60 hours; and $9.95 for 15 hours (FirstRate customers) or 10
hours. FirstRate is the long distance savings plan offered by Bell Canada.
Bell is committed to maintaining Sympatico`s leadership position. In
1999, Bell put some $180 million into the service to improve its technological
infrastructure - such as the necessary upgrades that allowed the company to
introduce Sympatico High Speed Edition(TM). It has also been active in the
development of new content such as its MontrealPlus.ca and its
soon-to-be-launched Adbag.ca web sites. During the past several weeks, Bell
has hired some 200 additional agents to assist customers and has spent $1.25
million on a new e-mail server and infrastructure that improve mail-handling
capacity by 50 per cent.
Bell ActiMedia is a wholly owned subsidiary of Bell Canada, Canada`s
largest communications company. Bell ActiMedia is responsible for Bell`s
Internet portal strategy and ISP business, as well as for providing e-commerce
solutions for small and medium-sized businesses, and database and directory
publishing in print and on the Internet.
Operating for more than 80 years, Bell ActiMedia is also the owner of the
trademarked walking fingers logo and the brand name ``Yellow Pages`` across
Canada. Bell ActiMedia manages a customer base in Ontario and Québec of more
than 320,000 advertisers and a business database of more than 2.5 million
up-to-date, accurate listings available in print and through the Internet at
popular web destinations such as YellowPages.ca, toronto.com, MontrealPlus.ca,
QuébecPlus.ca, and through the at Sympatico.ca portal site.
Bell Canada provides a full range of communications services to
customers, including wired and wireless local and long distance telephone
services, Internet access, high-speed data services and directories. Bell
Canada, its telecom partners and subsidiaries provide services through 13.6
million access lines, including 11 million in Ontario and Québec. Bell Canada
also serves more than 2.3 million wireless customers through Bell Mobility.
Bell Canada is 80% owned by BCE Inc. of Montréal and 20% owned by SBC
Communications Inc. of San Antonio, Texas. Bell Canada`s Internet Web site is
located at http://www.bell.ca. News releases, speeches and background
information are in the Newsroom. Our e-mail address is [e-mail].



-30-

For further information: Irene Shimoda, Bell Canada, Media Relations,
1 888 482-0809, [phone], [e-mail] or Marie-Eve Savard,
Bell Canada Media Relations, 1 877-391-2007, [phone],
[e-mail]

This press release concerns more than one organization.
To view releases from one of these organizations, please select from below.

BELL CANADA
BCE INC.

Viele Grüße
privateer

[granate]

Hallo Brokerhajo !

Bitte verwechsele BCE nicht mit BCE emergis !!
Die Empfehlung gestern auf NTV betraf bce emergis.

Wir reden hier aber über die - m.E. sogar noch interessantere - Mutter BCE inc.

Also, immer schön auseinander halten.


ciao

granate

[REK]

Ich habe den thread auf yahoo! auch gelesen und dann recherchiert.

Die angebliche,profitable Beteiligung (760 Mio $) an BCI (Kürzel ist BCICF, nicht BCI) erscheint in allen einschlägigen Sites mit Verlust (siehe http://www.smartmoney.com/si/tools/eqsnaps/index.cfm?story=r… Ein P/E ist deshlab gar nicht angegeben.

Dann sind noch einige andere Ungereimtheiten, weswegen ich dann doch nicht eingestiegen bin.

Ich verfolge aber weiter.

REK

[granate]

hallo REK !

Schau die mal die Bewertung der Kunden von Bell Canada im Vergleich zu Konkurrenzunternehmen an.
Hier noch mal der entsprechende Teil aus der Analyse :

Wireless Subscribers Undervalued
BCI`s wireless subscribers are valued at just $370 per subscriber. That compares to many
thousands of dollars for
competitors: $10,500 per subscriber for Sprint PCS (NYSE:PCS - news) based on third-quarter
estimates; $6,900 per
subscriber for Vodafone Airtouch`s (NYSE:VOD - news) bid for Mannesmann (Nasdaq:MNNSY -
news); $9,700 per sub
for Mannesmann`s purchase of Orange (Nasdaq: ORGNY - news).

!!!


Die Unterbewertung ist enorm !

Damit ergibt sich die seltene Konstellation, dass der Kurs ( von BCE ) nicht nur unter Zugrundelegung der aktuellen Bewertungen der Beteiligungen, sondern ZUSÄTZLICH UND BESONDERS STARK deshalb unterbewertet, weil die Beteiligungen selber auch z.T. stark unterbewertet sind.

Mir ist keine vergleichbare Situation bekannt !!

Die Anleger werden es früher oder später merken !


ciao

granate

[granate]

Guten Morgen !

BCE hat gestern mit einem schönen Plus von 5,32 % geschlossen.
Mir ist ehrlich gesagt, ein kontinuierlicher Anstieg lieber. Ich vermute allerdings, dass es sehr schnell hoch gehen kann/wird, wenn die krasse Unterbewertung von BCE UND seinen Beteiligungen mehr bekannt wird.
Der Artikel war dazu erst der erste Anfang. Es gibt genug Anaysten, Profis und Tippgeber, die ständig auf der Suche sind....

Ich könnte mir durchaus vorstellen, dass wir werden heute in D die 10 knacken und zweistellig enden.


ciao

granate

[granate]

Entschuldigt, beim letzten Satz meines letzten Posting war ich gedanklich wohl schon woanders.

Wenn BCE, dann geht`s natürlich um die Frage, wann es dreistellig wird. Ob das heute noch klappt, weiß ich nicht. Aber wie gesagt, wenn der Zug erst mal anrollt ...


ciao

granate

[Tiroler]

sehr guter beitrag, granate !!
...bin seit 84 euro dabei - sieht wirklich sehr gut aus.

der tiroler

[granate]

Naja, läuft doch ganz gut.
Aktuell in Frankfurt + 8,98 % auf 91 Euro.

Mal sehen, wie es gleich in USA weitergeht.

ciao

granate

[granate]

Sieht gut aus, es geht auf die 95 zu. Aktuell + 4,28 auf 93 $.

Hier noch eine News zu BCE bzw. einer der Beteiligungen.
Die BCE capital ist sozusagen ein Beteiligungsunternehmen für sich und befindet sich da in sehr illustrer Gesellschaft - world class investment team !!
Die interessanten Stellen habe ich hervorgehoben :

"

Catena Networks Raises $30 Million in Second Round Financing

REDWOOD SHORES, Ca., Jan 18, 2000 (BUSINESS WIRE) --


Word Class Investment Team joins World Class Management Team to
Create New Access Architecture for the Converged Public Network

Catena Networks today announced the closing of its second round of
financing. The $30.2 million round was funded by a world class
investment team lead by Menlo Ventures. Menlo joins Morgenthaler and Joe
Costello, who led Catena`s first round which was completed in December
1998. Also participating in Catena`s second round are Chase Capital
Partners, Worldview Technology Partners, Bessemer Venture Partners, BCE
(Bell Canada Enterprises) Capital and Stanford University. "We are
extremely fortunate to have assembled such a high quality investment
team", said Bob Machlin, Catena`s president and CEO. "While we have a
very strong management team and outstanding development team, we are
addressing a very large customer problem and market opportunity. This
takes deep financial resources and a very experienced group of advisors.
The breadth and depth of the combined investment, development and
management teams will allow us capitalize on this large opportunity."
[Note: see separate announcement on former Cascade & Ascend Executive
joining as President & CEO] According to John Jarve, General Partner and
Managing Director of Menlo Ventures, "We are extremely excited about
funding this great management and technical team and the unique
opportunity they are pursuing. Having funded a number of emerging
companies, such as UUNET and Ascend that have taken on large business
challenges, I have grown to appreciate the value an experienced
management team such as Catena`s brings in building a successful large
enterprise. Machlin continued: "Over the past 7 to 8 years there has
been a major industry effort to replace the TDM-based backbone of the
public telephone network with a new infrastructure based on packet
technology. With growing demand for high-speed data access by
businesses, technologies such as digital subscriber line access
multiplexers (DSLAMs), were designed to connect users directly to this
backbone packet network. While this has become a cost-effective solution
for business applications, it is a very costly one for consumers and
small businesses. And while there are many products and services today
to address consumer and small business customers, all have evolved in
tactical way and yielded a very expensive, non-scalable network
architecture. Catena Networks has been funded to address the combined
consumer requirements of plain old telephone service (POTS) and
broadband access to the Internet via ubiquitous twisted pair copper
lines. The company is focused on creating the new access architecture
for the converged public network. According to International Data Corp,
there are approximately 880 million POTS lines installed worldwide with
over 60M new lines installed each year. And while current DSL
deployments are quite small at under 1 million lines, according to
Telechoice, the market research firm that specializes in DSL, the market
is expected to reach 7.7M lines by 2002. Catena`s approach is a holistic
one focused on the ubiquitous delivery of low cost, integrated POTS and
broadband Internet access.

About Catena Networks (www.catenanet.com)

Catena is a venture financed company with headquarters in Redwood
Shores, California and an R&D facility in Kanata, Ontario Canada. The
company`s vision is to Create the New Access Architecture for the
Converged Public Network and in the process make broadband access as
ubiquitous as plain old telephone service (POTS).

About Morgenthaler (www.morgenthaler.com )

Morgenthaler is a venture capital company dedicated to being a valued
partner to world-class entrepreneurs building industry-leading
enterprises. Morgenthaler has offices in Menlo Park and Cleveland. Since
1968, the firm has funded more than 150 companies, two-thirds of that
are now public or part of public entities, and now manages $600 million
in capital. Morgenthaler investments include Aptis (now Nortel), Nextel
(NXTL), Premisys (now Zhone), Synernetics (now 3COM), Tachion, Terawave,
and Westwave.

About Menlo Ventures (www.menloventures.com)

Menlo Ventures is a private venture capital partnership providing
long-term capital and management support to early stage and emerging
growth companies. Over the past 23 years, Menlo has invested over $700
million in more than 200 companies which have a combined market value of
over $100 billion. Menlo currently has $1 billion under management,
including their most recent fund, Menlo Ventures VIII, a $500 million
limited partnership. Menlo Ventures` investments include Ascend (now
Lucent), UUNet (now MCI Worldcom), Stratacom (now Cisco), Efficient,
Kalpana (now Cisco), and Synoptics (now Nortel).

About Chase Capital Partners (www.chasecapital.com)

Chase Capital Partners (CCP) is a global private equity organization
with offices in New York, San Francisco, Vail, London, Sao Paolo,
Singapore and Hong Kong. CCP currently manages a $15.9 billion portfolio
that includes over 450 investments. CCP`s primary limited partner is The
Chase Manhattan Corporation, one of the largest bank holding companies
in the United States with assets totaling $357 billion. Chase Capital
Partners` investments include Nextel, Pluris, Geocities, TheStreet.com,
and Digital Island.

About Worldview Technology Partners (www.worldview.com)

Worldview Technology Partners is a venture capital firm with a unique
strength in their Asian infrastructure. Worldview`s experienced business
development professionals in Tokyo and Singapore along with their
affiliates in Taiwan and Hong Kong help their portfolio companies
establish successful alliances and operations throughout Asia. Since
1996 Worldview Technology Partners I has invested $107 million in 21
companies and Worldview Technology Partners II, a $165 million fund,
closed in October 1998. Worldview investments include PSINet, Cosine,
Netcore (now Tellabs), Pluris, Redstone (now Siemens Unishpere), Tenor,
TollBridge, and Synernetics (now 3Com).

About Bessemer Venture Partners (www.bvp.com)

Bessemer Venture Partners is a private venture capital firm and an
autonomous entity of Bessemer Securities with offices in Menlo Park,
California and Wellesley Hills, Massachusetts. BVP invests approximately
$100 million each year, while other Bessemer entities manage more than
$2 billion of investments in public and private non-venture capital
assets. BVP investments include Castle (now Siemens Unisphere), Sonus,
Taqua, NBX (now 3COM), Cascade (now Lucent), Omnia (now Ciena), Aptis
(now Nortel), Sahara (now Lucent), Ciena, Terawave, and Sirocco.


>>>>
About BCE Capital (www.bcecapital.com)

BCE Capital is the venture capital arm of BCE Inc., a global
communications holding company. Major BCE subsidiaries include Nortel
Networks, Bell Canada (wired services), Bell Nexxia (broadband
services), Bell Mobility (cellular/PCS), Bell Canada International
(carriers in emerging markets), BCE Media (satellite), CGI (system
integrator), and BCE Emergis (e-commerce). BCE Capital investments
include Sierra Wireless, Daleen, Amteva Technologies, EndGate and Cosine
Communications
<<<<<<<


Stanford University (www.stanford.edu)"

ciao

granate

[Playlife]

Hallo Granate,

ist das US-Kürzel "BCE"???
Das kann doch gar nicht sein, oder?
Dann hätte BCE Inc. nur ein KGV von 16!?!

Gruß,
Playlife

[granate]

Hallo Playlife !

Doch es ist so !!
Das Kürzel ist in der Tat `BCE`.

Ich kann nur jedem empfehlen, sich den Wert ( Kurs,Chart, News ect.) bei Yahoo oder z.B. freerealtime anzusehen.

Eine solche Unterbewertung wird nicht lange unentdeckt bleiben !!
Zumal - und das ist das Geniale - nicht der BCE Inc. selber deutlich unterbewertet ist, sondern z.T. deren Töchter selbst auch noch mal.
Das steigert das Potentail der Aktie noch mal erheblich !!

ciao

granate

[privatbroker]

Hallo granate,

der Bericht hat mich überzeugt. Habe mir einige shares in´s Depot gelegt - obwohl ich ja eigentlich zur Zeit sehr Internet2000-lastig bin.

cu
privatbroker

[Blue Sky]

BCE Inc. wurde übrigens vor einiger Zeit (1 Monat oder so) im
Aktionär empfohlen. Damals war ich so blöd und bin nicht bei 72 Euro eingestiegen.
Haette ich damals die Marktkapitalisier. von Nortel gewusst...

Naja zu 91,50 halt jetzt, nachdem mich dieser Thread wieder an die Aktie dranerinnert hat.

ÜBRIGENS:
Das KGV ist nicht 16, sondern 41 fuer ´00 !!
(nachzuschauen unter www.nasdaq.com, www.bigcharts.com)

Gruss Blue Sky

[granate]

Hallo BlueSky !

Also mit den Zahlen von www.nasdaq.com wäre ich ganz vorsichtig ! In mehreren, anderen Threads kam raus, dass diese Zahlen oft veraltet sind. Ich werde bei Gelegenheit die Zahlen mal überprüfen. I.ü. wäre auch 41 noch billig bei den Beteiligungen !!

Hallo Privatbroker !

Schön, dass Du auch dabei bist. Jetzt haben wir schon mindestens zwei gemeinsame Werte ( BCE, I2000 ).


ciao

granate

[Playlife]

Hallo Blue Sky,

ich habe die Daten von Yahoo:
http://finance.yahoo.com/r?s=bce&d=p

Price/Book (mrq) 5.45
Price/Earnings (ttm) 16.88
Price/Sales (ttm) 6.07

[Blue Sky]

Im Aktinär stand auch wörlich "KGV 00 ohne Nortel Beteiligung: 4".
Kurs war damals ja noch niedriger. Wahrscheinl. durch ausserordentl. Gewinne
durch Aktienverkauf ist dieses KGV so niedrig.

Börse Online hat übrigens auch immer ca. die Daten von nasdaq.com und
bigcharts.com.

[:-)))]

Die Aktie wird wohl entdeckt!
Danke für die Informationen aus diesem Thread!

Grüße AL

[LuniZ]

Hi Freunde von BCE,

ich bin der Meinung, das BCE zur Zeit einer der am niedrigsten bewerteten Werte ist, wenn man dazu im Vergleich CMGI die jetzt schon den x-ten Split hingelegt haben deutlich interessanter ist.
Der Director von CMGI hat kürzlich 57 Mio $ eigene Aktien verkauft, was zeigt das er selbst wohl denkt dies ist der HGöhepunkt. Es spricht viel dafür jetzt sein Investment von CMGI nach BCE zu shiften und noch reicher zu werden.

Viel Spaß

LunIZ

[:-)))]

Ich halte eine Kursverdreifachung von diesem Niveau aus möglich,
was meint Ihr dazu?

AL

[Tiroler]

...die zahlen von nortel waren weit über den anaylsteneinschätzungen.
ein kurssprung ist zu erwarten.

der tiroler

[Tiroler]

sorry, i forgot: from www.upside.com

Telecom and networking equipment maker Nortel Networks (NT) reported fourth-quarter operating earnings (excluding one-time items) of 55 cents a share. That blew past Street expectations of 45 cents. Revenue rose 21 percent to $6.99 billion. Nortel also proposed a 2-for-1 stock split, which requires shareholder approval. Nortel`s stock rose by 5 percent in after-hours trading.

der tiroler

[FuManchu]

Hallo, Volltrottel!

Ja Du, der heute morgen 25 BCE für 396 € in Berlin
gekauft hast. Wärst Du auch an meinen interessiert?
Nicht, dass ich dem Wert nichts zutraue aber 500%
Gewinn jetzt oder das zähe Warten bis...

Nun, bei Interesse poste Deine E-Mail-Adresse
in diesem Thread.
Codewort: NoLimit

OK, ich bin gemein! Nix für ungut. BEC wird mich
auch ohne unlimitierte Order glücklich machen.

ciao

[:-)))]

Hier die Meldung von gestern :

BCE to spin off 94 percent of Nortel stake
By Bloomberg News
Special to CNET News.com
January 26, 2000, 5:30 p.m. PT

MONTREAL--BCE, Canada`s No. 1 telecommunications company, will spin off 94 percent of its $54 billion
stake in Nortel Networks, a move aimed at boosting BCE`s share price.

BCE, the Montreal-based owner of Canada`s No. 1 phone and wireless companies, owns 39.2 percent of the 1.37
billion Nortel shares outstanding. It expects to complete the spinoff by the end of the second quarter. Nortel is
North America`s No. 2 phone-equipment maker after Lucent Technologies.

BCE chief executive Jean Monty is under pressure from investors to unlock the value of the holding company`s
other assets. BCE`s market value lagged the value of its assets by about 25 percent as of yesterday. As recently as
October, the difference was more than a third.

"If this discount is not reduced over time by the operational initiatives I have outlined, we will consider changes
including the spinoff of Nortel," Monty said in October.

The spinoff is structured so that BCE shareholders won`t be liable for
capital-gains taxes. BCE shareholders will get 0.78 share of a new holding
company that will own all of Nortel, and current Nortel shareholders will
receive one share of the new company for each of their shares.

The plan is reminiscent of AT&T Corp.`s 1996 spin-off of Lucent. The
biggest U.S. phone company got rid of the unit to eliminate conflicts
preventing the phone-equipment maker from selling its products to other
phone companies. BCE has steadily reduced its Nortel stake for similar
reasons.

"This eliminates some concerns over what BCE`s ownership really meant
in terms of influence over Nortel," Nortel chief executive John Roth said in
an interview. "It also removes a potential conflict of interest between BCE
customers and our customers."

Monty`s reasons for spinning off Nortel go beyond sales contracts. The
BCE chief is responding to shareholders concerned that the underlying value of assets such as BCE Emergis are
worth a lot more than what`s reflected in BCE`s share price. Investors want BCE shares to represent more of Bell
Canada`s value as the country`s No. 1 phone company. BCE sold a 20 percent stake in Bell Canada to SBC
Communications for $3.4 billion in March.

"I see a spinoff benefiting BCE," said Brian Acker, president and chief investment strategist at Acker Finley,
which runs C$330 million (U.S. $229.44 million) in assets. "It would eliminate BCE`s discount and we could
focus on other assets they have--like Bell Canada and BCE Emergis."

BCE`s stake in Nortel, the former equipment arm of Bell Canada, has declined over time as Nortel made
acquisitions with stock, diluting its share ownership. The largest such dilution came in August 1998, when Nortel
purchased Bay Networks for $6.9 billion. BCE`s stake at the time was about 52 percent.

BCE owns 80 percent of Bell Canada and in October bought the 35 percent of BCE Mobile Communications
that it didn`t own. BCE also holds stakes in CGI Group, BCE Emergis, Bell Canada International, Teleglobe and
Aliant.


Grüße Al

[KMS]

Es gibt gute News zu BCE!
Es wurde offenbar ein Aktienrückkauf bei BCE angekündigt. Siehe hierzu www.ragingbull.com
Kürzel:BCE
Schlußkurs am Freitag:
BCE 4:02 PM 119 +9 3/8 +8.55%

Viel Vergnügen beim Recherchieren!

und good luck