BACKDOOR, an IPO> IDTC,BRKT,BNYN,KLOC,NAVR Message Board

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Technology Stocks : BACKDOOR, an IPO> IDTC,BRKT,BNYN,KLOC,NAVR

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To: Spirochete who wrote (57)	1/18/1999 3:27:00 PM
From: Millionairess	of 954

"I like CMGI. They have a forward PE 9638. Man." I donâ€™t look for value in CMGi in the income statement but in the public companies they own namely LCOS GCTY HLYW AMZN etc. AND as for the private companies yet to have liquidity events, none of these are profit centers at the moment because as the CEO says, the priority is on building market share - great businesses like Planetdirect (recent deal with AT&T), Engage/Acciper, NaviSite etc. I view the company as a venture capital mutual fund - they make earnings (capital gains) whenever they want by selling their holding OR I view it as a momentum play - with max. 6 ipoâ€™s forthcoming this year and an ongoing onslaught of news since they are currently buying up many new upstarts - incidentallly, the SILKNET ipo (MSFT is a customer) is expected to be announced in the very near future - they are now forming the team granted, CMGi is a very volatile stock and will move in line with the rest of the internet sector GOOD LUCK! - CURRENTLY HOLDING NAVR AND LONG CMGI - LOOKING AT KLOCZ

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