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To: Gary105 who wrote (4040)	2/2/2000 3:05:00 AM
From: steve harmon - analyst	Read Replies (2) of 4337

cmgi - one thing that could drive the stock is its new b2b funds...venture investing is a high-risk field but all the profits on the b2b return to cmgi, assuming it has any softbank had better than 15x on its venture investing and cmgi has done well since booklink, lycos, geocities, engage and a few more that doesn't necessarily mean cmgi can turn over the b2b fund the challenge is putting the capital to work since a lot of capital chases deals today

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