Bev, NAVI, what action ?
They are trading sideways (very slightly downwards) from May, but in a 36-51 range, but I can't spot any pattern.
Maybe something with their business: really don't know what the future can be for ASPs or Web hosting.
Web hosting is already offered by the telcos and ISPs.
ASPs?: MSFT, NOVL and ORCL to name a few horizontal application providers want to keep their customers captive, not on a third party site.
How many verticals a la Ventro, or the auto-parts venture will there be ? Smaller applications, could smaller companies afford the bills of a service as NAVI ?
Now, their 10Q: "It was not until the fall of 1997 that
we began providing Web site hosting and Internet application management services to companies unaffiliated with CMGI". Well, in my maths, this is 3 years.
Really don't know:
NAVI, ENGA and CMGI will announce earnings on Sep 19, 20 & 21. Sep 22 will be THE CC.
How will the market react to the annoucement that the marketing co that become an incubator now change it's tag again ? Which companies will be re-merged?
BTW, the ALTA UK flop, check the AOL offering worlwide: aol.com AOL did it.
Can't help. |
