FWIW, CMGI mentioned in "Heard on the Street" in today's Wall Street Journal:
..."Lots of big investors like CMGI, which is a venture capital-type company that has helped hatch some big Internet successes, including GeoCities, and is fast becoming a favorite among institutions even though it has not yet gained household-name status.
Neal Miller, portfolio manager with Fidelity's New Millenium fund, calls CMGI, his fund's biggest holding,a 'fascinating hotbed. They've done a great job of creating companies that feed one another,' he says."...
They also have a "Risk outlook" for interent stocks that "the pros" established.
Medium Risk: Yahoo, AOL, Amazon, ebay
High Risk: Lycos, broadcast.com, At Home, DoubleClick
Higher Risk: Exodus, CMGI, Telebank, Concentric Networks |
