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Non-Tech : Berkeley Technology Limited (BLKYY)
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To: J. Conley who wrote (523)8/23/2000 11:38:55 PM
From: architect*  Read Replies (1) of 955
 
J,

This article thestreet.com discusses the sum-of-the-parts approach to valuation for CMGI and this approach should also apply to the multiple revenue streams for LDP. Anything that helps The Street better understand CMGI's valuation will soon make LDP shareholders happy.

In the reporting for July QTR. CMGI is categorizing revenue into 5 streams, 1.advertising and marketing, 2. consulting, 3. e-commerce and fulfillment, 4. enabling technologies and infrastructure and 5. venture capital, to help "The Street" can better determine valuations for the sum-of-the-parts."

LDP has at least 4 revenue streams from their four business areas: 1. annuities, 2. asset management, 3. financial advisory services and 4. venture capital management. LDP has assets under management, consulting or administration as of June 30, 2000 of $5.3 billion. Sales of annuities doubled to $157 million in the 2nd QTR 2000, compared with $79 million in sales in the 2nd QTR 1999, There could be zillions <g> in added value to LDP with the sum-of-the parts valuation and not the KISS *market value of public holdings* <so i'm long>

CMGI also vows to educate Wall Street and will host a meeting for analyst in early September. JMHO but some of today's 17 % price appreciation in CMGI may be attributed to some folks getting early information (don't quote me) and not entirely to "CMGI Field."

Note; consensus analyst estimates for CMGI -($5.02) in 2000 and -($5.19) in 2001.

John
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