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Technology Stocks : CMGI What is the latest news on this stock?
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To: avanti77 who wrote (16040)1/26/2000 4:26:00 PM
From: andreas fauler  Read Replies (2) of 19700
 
hi,
time to do some "sunny-like-cmgi-holdings-value-analysis".

i took sunny's list of publicly traded cmgi-companies and
put in the actual numbers. in aug when sunny did the last
analysis cmgi's publicly traded companies have been $ 2900 mm. since then navisite and mothernature went public. now
the publicly traded cmgi-holdings are worth $ 12941 mm.

if we put $ 10b on alta and $ 2b on icast we see cmgi's
actel market is not very much more than that of their publicly traded companies.

everybody should evaluate how much the rest of cmgi ist worth. for me it seems that cmgi is not overvalued at current stock prices.

83% engage: 5976 mm $
03% Yahoo (?): 2610 mm $
17% lycos: 1379 mm $
16% chemdex: 547 mm $
24% silknet: 634 mm $
06% critical path: 195 mm $
at least 50% navisite: 1600 mm $
?% mothernature: ? mm $
-----------------------------
publicly traded 12941 mm $
(up from 2941 mm $ aug 99)
-----------------------------
AltaVista IPO: 10000 mio. $ (estimated)
icast: 2000 mio. $ (estimated)
-----------------------------
Overall 24941 mm $

vs. market cap of cmgi: ~ 27303 mm $

happy investing to all cmgi loooooongs
af
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