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Technology Stocks : TLAB info?
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To: jhg_in_kc who wrote (6143)10/22/1999 7:52:00 AM
From: Dave Dickerson  Read Replies (2) of 7342
 
jhg- I do a lot of dd. and currently hold about 130k of tlab and 500k of cmgi.
My summary is that I feel that tlab's will grow 40% per year and be steady and that cmgi IMVHO is one of the best ways to play the internet,with a yearly growth of 100-250% per year of stock price,but with a beta of 2.8.You need to invest in cmgi for 2-5 years and not be concerned about short term variation.
Read the following front page article in Business Week on David Wetherell of CMGI
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Good Hunting
DAVE DICKERSON
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