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Strategies & Market Trends : Fatty's Donut Shop
KKD 21.000.0%Aug 4 5:00 PM EST

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To: Francois Goelo who wrote (56)3/16/1999 10:32:00 PM
From: Matt Brown  Read Replies (2) of 5041
 
I would go with ....

WCAP being over valued at this point.

I just like CMGI....Has more potential to me.

I base my decision on INTRINSIC value, not just book value and EPS.

The real EPS on WCAP is next to nothing.

FM

I dont mean to be down on WCAP if you own it....I'm just not a buyer :)
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