SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Internet Capital Group Inc. (ICGE)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: still learning who wrote (203)8/6/1999 8:49:00 PM
From: Robert Rose  Read Replies (1) of 4187
 
<That was steve harmon's view about 3 months ago. Not sure he would be so strong on CMGI now.>

This is also my impression. Prior to April, he seemingly beat cmgi's drum on a weekly basis. Since, he's been largely quiet.

Perhaps it's just a valuation issue, but I wonder if it might be coming apparent that cmgi's stable of companies are not all of the caliber of lcos or gcty. I am not aware of any subsector leaders (perhaps too early to tell). Instead they seem to be playing second fiddle to another in their markets. A good example is enga, which appears to be one of cmgi's stronger companies. enga has good reach and good products with some unique features, but is certainly second to dclk in its subsector.

Also, perhaps cmgi now pales somewhat in comparison to softbank's very strong stable of companies: yhoo, egrp, eeln, (and even) insw come immediately to mind.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News