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Technology Stocks : Internet Guru Discussion
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To: Gary105 who wrote (3755)1/5/2000 1:48:00 AM
From: steve harmon - analyst  Read Replies (3) of 4337
 
cmgi's b2b fund changed its fundamentals in my view, the $1 billion fund has the potential to produce some winners in the b2b space, so i adjusted the valuation

i also think cmgi is one of the very few companies anywhere who really 'gets' the internet, which you may find is quite rare among the investment world

cmgi's investment in startup icast lost its founding ceo neil braun so that is a concern for me

but despite the hype of cmgi-wanna-bes (and we've all seen tons of them) there's still only one cmgi
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