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Technology Stocks : CMGI What is the latest news on this stock?
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To: KM who wrote (6143)3/17/1999 4:40:00 PM
From: SJS  Read Replies (1) of 19700
 
Truff,

Great article. Nice find. It's basically what I said last week about ST risk, although I thought they could find a win-win between them. I didn't imagine that it is that black and white, and still don't. But the article does give one pause, and should be reflected on by everyone NOT tolerant of risk. Especially those that query each 5-10 point down day...

So, my take is that this will continue to grind, grind, grind slowly lower as the risk increases for CMGI. If they are winners this time, OK notch the gun, and up we go. That's the volatility you own, or are buying. Diller is very very shrewd.

But...each time a new poker player emerges to continue to challenge the valuation for a CMGI piece about to be swallowed up, David cannot take this tactic. These valuations must somehow find the right level so deals can be done harmoniously.

Regards,

Steve
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