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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (25803)	5/14/2000 8:34:00 PM
From: Mr. Park	Read Replies (1) of 57584

Rande, I don't think that CMGI is going to turn this time around. The CMGI portfolio has been getting a shalacking and cash reserves is running low. Besides the two @Ventures Funds there really is not that much cash laying around. Thats the thing about CMGI..it is pretty much an index of sorts and when all the internets get killed...CMGI is the first to fall. The postponement of ALTA is very very bad imho and CMGI will feel the pain until they get that cash influx from the IPO. Icy

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