CMGI What is the latest news on this stock? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CMGI What is the latest news on this stock?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mike machi who wrote (15378)	1/2/2000 2:57:00 AM
From: ZenWarrior	of 19700

Mike, yes, I most definitely think we can pass Softbank's valuation within a couple years. CMGI is moving at a MUCH faster pace these days than Softbank could ever hope to keep up with. CMGI invests at an earlier stage, and concentrates on growth rate rather than just buying the biggest companies out there. Softbank has announced a VC fund more recently, but that $1 Billion fund cannot even compare w/ CMGI's $4 billion or so for their new funds. CMGI also creates their own companies... something Softbank just doesn't do. The best comparison is when looking at Softbank's investment in Yahoo! after it was already the #1 company vs. CMGI's investment in AV, and turning it INTO the #1 (or even #3) company. Our cost is lower, and our ROI is higher. Softbank is getting smarter as time goes on though. They are much further along from when they bought Kingston Technology for billions right at the highs of memory chip prices. - Zen

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next