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Technology Stocks : CMGI What is the latest news on this stock?

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To: Dave Dickerson who wrote (4880)2/23/1999 1:06:00 PM
From: Bretsky  Read Replies (2) of 19700
 
Dave,
Congradulations on your success with CMGI. I have been looking at the company for a few months now and everything looks great/excellent management/earning prospects/still a huge potential for growth. I just need more $$ or I need to decide to sell one of my other stocks.

I'm surprised that you only own 2 stocks. I'm just 30 years old/young, and have only been investing for 3 years now; total portfolio is only worth 35G, which pales compared to most in here.

The diversification theory has just been pounded and engraved into my head. Out of curiosity, are you comfortable/confident with only two stocks ? Do you believe this is more of a benefit than advantage ?

Curious about one more thing. Why CMGI over AOL. Don't get me wrong as I love those stocks, but I'm just curious.
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