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Technology Stocks : CMGI What is the latest news on this stock?
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To: bubbarayjr who wrote (15664)1/9/2000 7:32:00 PM
From: marcos  Read Replies (2) of 19700
 
There have to be better short plays out there than cmgi. I see you're short icge as well ... wouldn't you do better shifting the cmgi short to icge? Got to be careful diversification doesn't turn into deworsification. I was musing elsewhere yesterday on a hedged strategy of short icge/long sfe, now i see somebody on the icge thread already holds that position. Maybe he's the barrons writer's chauffeur, lol.

I don't own cmgi, just follow it through an interest in another VC/incubator, so no point accusing me of being defensive, i'm not. But man, there have to be better shorts.

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