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Technology Stocks : CMGI What is the latest news on this stock?
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To: Michael Berkel who wrote (5250)3/7/1999 3:08:00 PM
From: Gary105   of 19700
 
Michael, I respectfully disagree about the ability to evaluate IPOs.
I think they can reasonably be valued using Steve Harmons metrics (price/sales, price/user, etc) for internet companies relative to their peers. Most of CMGI's holdings (with exception of LCOS and GCTY/YHOO) are small companies - none are in top 100 web sites. I think there is potential in new broadcast venture, in internet hosting company, in planet direct and in the combination of its marketing/advertising companies - but the potential remains to be proven over time - proven first with user numbers, then with revenues and finally with earnings. Many of the other holdings are small potatoes. The current market cap of $7B is a fair valuation of the sum of CMGI's assets given their current state of development imo.

Gary
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