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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (16598)12/12/1999 11:25:00 AM
From: baggo  Read Replies (3) of 57584
 
RANDE,
One thing you fail to mention re: ENGA.
ENGA is the "crown jewel" in CMGI's portfolio.
DW is the king of the internet, and he wears the crown.
Expect big things from ENGA in the future.
There is no float to ENGA now; institutions have gobbled all the shares. Guestimation of true float now is 1.5 mil shares.
I sold a large position in ENGA prior to earnings, but will be aggressively accumulating again soon.
Regards,
Brice
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