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Technology Stocks : CMGI What is the latest news on this stock?
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To: AmericanVoter who wrote (14685)12/12/1999 8:02:00 PM
From: bargainman  Read Replies (2) of 19700
 
Amein -- We've often pondered that question on this board. (why the market is slow to "get" CMGI.) I think part of that equation is the lack of grasp of the CMGI synergy principle and an exasperating insistence upon basing value on the NAV of each public holding as a stand alone and some grabbag estimate of the private holdings. We still have trouble getting analysts to value CMGI as a whole enterprise, an "IPO factory" and a growing operating company with great market savvy. The past few weeks it is starting to look like we're getting some consideration. I spent some time yesterday reviewing all of the CMGI sites for each of its venture and operating companies. It is truly impressive, especially when it becomes clear just how CMGI has woven the operating companies together for maximum synergy. We'll have our day yet, although we haven't been doing all that badly.
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