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Technology Stocks : Internet Guru Discussion

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To: Winston Lee who wrote (4039)	2/6/2000 5:36:00 PM
From: stockman_scott	of 4337

<<Most of the companies which they have interest in are in the b2c space. >> CMGI actually is incubating and investing in dozens of firms which are internet infrastructure firms. CMGI has recently launched a $1 billion B2B Fund and has developed an Eco-Web of firms which support each other and are all stronger because they are related. There is MUCH more B2B activity under the CMGI hood than most investors realize (in fact last week CMGI announced that it had taken a strategic investment in divine interVentures -- a new B2B incubator based in Chicago). CMGI is also an early mover in venture investing in Europe and Asia. I would never underestimate David Wetheral and his team. I expect CMGI to continue to be an outstanding investment and it could easily have a much larger market cap. than ICGE by the end of this year. Best Regards, Scott

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