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Technology Stocks : CMGI What is the latest news on this stock?
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To: sunny who wrote (12642)9/21/1999 1:21:00 PM
From: sunny  Read Replies (1) of 19700
 
time for an update as of 09/21 on the value of cmgi's holdings
taking prudential securities' analysis into account:

intraday: stake: company: stake value:
-----------------------------------------------
37 82.00% engage: 1414 mio. $
173 02.25% Yahoo: 995 mio. $
46 7/8 13.47% lycos: 552 mio. $
41 3/4 18.79% silknet: 118 mio. $
16 1/8 10.45% Hollywood Ent. 77 mio. $
26 1/8 08.60% chemdex: 71 mio. $
12 3/4 18.28% MSGI 52 mio. $
38 1/8 05.06% critical path: 42 mio. $
63 5/16 00.04% Amazon.com 9 mio. $
13 15/16 01.09% OpenMarket 5 mio. $
31 1/8 00.18% UsWeb 4 mio. $
8 7/8 00.08% Informix 1 mio. $
6 5/32 00.04% Premiere Tech. 0 mio. $
-----------------------------
publicly traded 3340 mio. $
-----------------------------
AltaVista: 1813 mio. $ (estimated by Prudential)
NaviNet: 812 mio. $ (estimated by Pruden.)
Navisite: 665 mio. $ (estimated by Pruden.)
icast: 644 mio. $ (estimated by Pruden.)
Planet Direct: 180 mio. $ (estimated by Pruden.)
Sales Link: 160 mio. $ (estimated by Pruden.)
AdSmart: 141 mio. $ (estimated by Pruden.)
Activerse: 134 mio. $ (estimated by Pruden.)
Nascent technologies: 84 mio. $ (estimated by Pruden.)
@ventures 1: 231 mio. $ (estimated by Pruden.)
@ventures 2: 148 mio. $ (estimated by Pruden.)
@ventures 3: 118 mio. $ (estimated by Pruden.)
-----------------------------
Overall 8470 mio. $
83 market cap cmgi: ~ 9711 mio. $

Remarks: The quotes are 9/21 intraday. The holdings are fully diluted
(for example the @ventures are owned 80% by CMGI).
AltaVista is listed as an @venture3 investment but I listed it
separately.
The values are based on estimates in september.
Prudential also sets forward looking values that are a lot higher,
so the overall number here is the most conservative approach
one can guess.

I didn't include their latest acquisition of AdForce.

Regads
sunny
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