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Technology Stocks : CMGI What is the latest news on this stock?
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To: AmericanVoter who wrote (12346)8/5/1999 4:05:00 AM
From: sunny  Read Replies (4) of 19700
 
update as of 08/04 on the estimated underlying value of cmgi:

16% chemdex: 104 mio. $
6% critical path: 84 mio. $
17% lycos: 490 mio. $
24% silknet: 90 mio. $

83% engage: 1050 mio. $
------------------------------
1818 mio. $

additionally cmgi should roughly own 3% of yahoo (~740 mio. $)
and then add the 2.3 billion AV acquisition.

market cap of cmgi: ~ 9500 mio. $ (after AV dilution)
value of publicly traded companies (incl. AV): 4800 mio. $

not publicly traded companies:
blaxxun (59%) -> stake should be worth more than 300 mio. $
navisite (>50%) -> stake should be worth more than 500 mio. $.
icast (100%) -> 2000 mio. $

publicly traded: 1800 mio. $
AltaVista after IPO: 3000 mio. $
Yahoo (?): 750 mio. $
Blaxxun & Navisite: 800 mio. $
icast: 2000 mio. $
Additional holdings: 1000 mio. $
------------------------------------
Overall 9300 mio. $
vs. market cap of cmgi: ~ 9500 mio. $ (after AV dilution)

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