Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 161.98

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To: Sam who wrote (7655)	12/30/1999 10:24:00 AM
From: Gottfried	Read Replies (3) of 9256

Sam, >color me flabbergasted< Value investors are fools and I'm one of them.<g> CMGI is a good example with a target of 3 times net asset value. Since CMGI owns shares of mostly overvalued companies, that triples the overvaluation. Compare to BRK, which I own. Wall Street's love affair with CMGI (NASDAQ:CMGI - news) continues. On December 20, Merrill Lynch started coverage of the Internet incubator with an "Accumulate/Buy" rating. Analyst Henry Blodget sees the shares rising to $300, or three times the Net Asset Value of the CMGI portfolio, which he currently values at $100 per share. fnews.yahoo.com Gottfried

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