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Technology Stocks : CMGI What is the latest news on this stock?
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To: Brian Malloy who wrote (14500)12/3/1999 7:20:00 AM
From: George K.  Read Replies (2) of 19700
 
Some thoughts on CMGI:

1) Dont split the stock.

2) The furniture.com thing scares me.

3) All those warnings (were they really necessary?) in the annual report scared me. Should DW have to release his medical records to us so we know he's OK? Is it really likely that the mutual fund thing is going to resurface? I dont recall seeing all this detail about potential problems in other company reports.

4) The report was really classy and helped simplify CMGIs structure and which units run which.

5) Some of the newer holdings looked very interesting and could benefit from some advertising or hype.

6) Altavista is not as fast as it used to be. And it isn't on the list of search engines I get from my netscape/yahoo.

7) A guy on Yahoo Board this morning made some good comments about RB.
It is hard to read and the color is funny. It's also slower than the yahoo stock boards.

8) I have noticed that the size of trades has been bigger lately on ISLD. There are even some big blocks up for trade in the after hours.

9) CMGI has been my best investment, and

I'll be in Boston on 11/17 to personally thank management and soak up the details on what we can look forward to because my wife bought me a round trip ticket and a room at swissotel.

CMGI, sushi, Pizzeria Regina.... Ah!

George K
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