Hi Paul... still around, just not as often. I'm extremely confident in CMGI going forward. Hell, we have $17.5 Billion in public securities! We have AV going public soon, under the wings of an ever-expanding PCCLF, which means AV China will be just massive, along w/ 18 other operating companies of CMGI (don't forget UBID). UBID, BTW, was an absolutely INCREDIBLE deal.... 400%+ revenue growth in that baby, P/S under 2 (vs. EBAY's 95+), and B2B auctions coming soon! Why we sold off is beyond me. Why I wasn't in UBID beforehand is also way beyond me... that sucker was CHEAP! I basically see us as trading way below NAV, and if that isn't a clear buying opportunity, I don't know what is. I've been steadily increasing my position, ready for early March earnings, iCast, AV, and probably tons of stuff we haven't even heard about yet. Long and strong my friend. BTW, I'm usually over at RB's CMGIOT board, but I'll keep checking in here.
Take care,
- Zen :-) |
