Hi, long time no see, I am here just to see how
many old gang are still around.
I bailed out AOL in late August this year because
I cannot take the pressure from all AOL's competitors
anymore, worry about ATT, MSFT, broadband, free ISP,
it is just too much, there must be a better way
to make money without paying my life into it.
So I went all the way to CMGI at $86 after AOL, guess
what? I am very happy today and I sleep well ever since
no more worry from AOL's enemies!
CMGI is such a company that you don't know where
to start your attack! It has such a flexibility
to change their business model or add a model
in a very short time period, unlike AOL in many way.
Yesterday I read CNET about YHOO and ATHM are going
to offer free ISP plus AltaVista's and Netzeros,
MSFT will soon join them, too much pressure for
AOL's bottom line.
Wireless and palm devices are good but they
are not going to be the main stream for a long
time, dial-up is still the king and that kindom
is being invaded by prominebt enemies such as
YHOO, ATHM, ALTAVISTA, man, just too much, do you
see it?
CMGI gives you such a comfortable growth environment,
it has so much energy and it dedicates to
create more value to the internet and not
to defend their business model daily.
In less than 4 months, CMGI made me a fortune, what
if I am still holding AOL today? the difference
in fortune is in 6 figures! My best choice ever!
AOL's 2 billion shares makes it difficult to move
around, you need a lighter weight machine to
seek the path of fortune for you in a crowded
high-way... |
