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Technology Stocks : CMGI What is the latest news on this stock?
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To: sunny who wrote (12571)8/20/1999 3:45:00 AM
From: sunny  Read Replies (1) of 19700
 
time for an update as of 08/20 on the value of cmgi's holdings:

30 1/8 83% engage: 1173 mio. $ (-8,7% vs. 08/13)
139 3/16 03% Yahoo (?): 1081 mio. $ (+4,8% vs. 08/13)
41 11/16 17% lycos: 618 mio. $ (+9,9% vs. 08/13)
31 1/2 24% silknet: 124 mio. $ (+9,1% vs. 08/13)
21 5/16 16% chemdex: 105 mio. $ (-2,7% vs. 08/13)
33 06% critical path: 84 mio. $ (+11,1% vs. 08/13)
-----------------------------
publicly traded 3185 mio. $ (+7,78% vs. 08/13)
-----------------------------
AltaVista IPO: 3000 mio. $ (estimated)
Blaxxun&Navisite: 800 mio. $ (estimated)
icast: 2000 mio. $ (estimated)
Addit. holdings: 1000 mio. $ (estimated)
-----------------------------
Overall 9985 mio. $ (+2,35% vs. 08/13)
78 3/4 market cap cmgi: ~ 9214 mio. $ (-3,38% vs. 08/13)

This time the children seem to fare by far better than their mother...
Definitely encouraging to see the strength and positive developments
in almost every CMGI stake. Lycos looking pretty strong with its recent
earnings announcement, ENGA with the (logical) expansion of its
ties with CPQ, CPTH definitely building a base in the mid 30s and
SILK with relative strength in this nervous market.
CMDX still in the quiet period (?) after IPO.

Now let's get some news out 'bout iCast, David W.!

I'm not worried at all with the price fluctuations in CMGI
regarding the development of its businesses (IPO's and Internet
Group).

Regards
sunny
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