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Technology Stocks : Big Flower Holdings(BGF)-The next CMGI?

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To: ghs who wrote (35)3/25/1999 10:58:00 AM
From: TechHunter  Read Replies (1) of 66
 
Exactly.....

look at the relationship of the holdings.
Main holdings
Big Flower Digital-Digital Services
Columbine JDS-Broadcast Mgmt (Big agreement with Turner Broadcasting)
WebCraft-Solutions Provider (Ala USWEB)
Then Tie in the significant internet investments....
TFSM-New Media Technology/Advertising
miningco.com-Content
Worldgate-Technology enabler
Nutel-Fiber/Tech Prod Dev.
Andromedia-New Media Prod Development.

Ammons Chairman TFSM BGF
Wood Director BGF Board member MINE
Ammons Board member of CAIS Internet. (Fiber based 1st tier ISP)
CAIS will be HUGE at IPO. (Qwest has 100mm invested as does Clearnet)
They will also deliver internet service to hotels via fiber and smartcable) in addition to pure fiber based connectivity to Corporate and personal users.

And guess what else? Ammons' is Board member of Host Marriot Corp

Do you smell a conglomerate?

With FY 00 forecast of $2.20 p/share. With some notice a conservative PEG ratio of 50 would make this a $110 stock. Where else can you play emerging technologies AND have earnings?

Craig
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