Why CMGI ?
Engage is owned 95% by CMGI ,,
Understand that they are sigining up big name brand client's .. a new one a big one ,, soon ,, a news ?
Inbetween the earnings report ,, more news from CMGI ?
Sept. will be a spicy month for CMGI ,, may be that is why a little voice in my ear said 110 by Sept ,, not too long ago ,, until all this shit broke out ...
As I mentioned to you before ,, why GCTY and Engage ,, they do not make money by offering free web sites,, but they gather valuable data ,, for one to one marketing ,,
Expect Engage IPO as well soon ,, when the market is right ,,,
engagetech.com
engagetech.com
Also see Businessweek article,,Urlman posted 3 weeks ago ,,
So guy has LCOS ,,AMZN ,, GCTY ,, and all of Engage ,, which alone will give CMGI some 300 mill equity to CMGI ,,according to the Businessweek,, and some participating fund guys tells me ,, it will be more like 500 mill to CMGI .. not to mention ,,
30 some more odd internet plays Allen has going in the back ground ..
like Reel.com ,,HLYW ,, and he is making deals every day ,, I hear,, to sew up the internet market ,, he will have enough clams to go and buy more fledgling companies ..
Imagine all this coming together with Disney ,,TCI ,, HLYW ,, ATHM ,,Reel.com with Steven Spielberg ,,, movies via net,, cds.. music downloads,, marketing ,, net serve ,, no more Block Buster ,,
I am hyped ,, are you not ?
I am long ,,but I will trade this 10 point intraday monster like doing a tango with some one else's wife ..
Exciting stuff,,
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