SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CMGI What is the latest news on this stock?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: lin huan chen who wrote (4305)1/24/1999 12:07:00 PM
From: lin huan chen  Read Replies (1) of 19700
 
Though no position, I am very interested in CMGI. Alex Yakirevich and Art Samberg have very different estimate on CMGI's intrinsic value . Roughly 49 by Art Samberg and 67 by Alex Yakirevich.
By my calculation: [23% LCOS (110, 4.73 b) + 29% GCTY (61 1/2, 1.93b)+ some AMZN + some HLYW] / 46 million close to 40 rather than 60, suggested by Alex Yakirevich. So it should be 93% premium not 29%.
Could anyone enlighten me?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext