Howdy pals, so Jed and the Missus are takin' their Sunday stroll warmin' up the Yellow Dogs for a Sunday night bearskin rug session;
and here I sit indoors listening to my teenager playing great rock and roll on electric guitar, trying not to be a PEBCAC (problem exists between chair and computer - LOL tech support talk) at the puter because from the looks of it the internet and SI are busy today...well, everyone knows stock investing is HARD WORK!
Strikin' a lode today, here's the map:
dmnews.com just read it for yourself, look for the internets, keep a pencil handy to scribble down some tickers and affiliations.
then there's cmgi.com and there's plenty of links there, especially ventures, internet, and sales links.
May I take a moment to mention (I happily hold some) MSGI? Just that CMGI just bought a stake in the Co. and whaddyaknow CMGI owns 100% of an online ticketing firm and add that to the recent controversy with the USAI (Ticketmaster, stake in TMCS also) low-ball offer for lycos. This gives me further cause to ponder and jump up and click my heels! If interested, read SI tread on MSGI and see if you're inspired to take a closer look into it. So I hold CMGI, MSGI, USAI and TMCS, now four makes a pert near wagon circle round the campfire: and the campfire in this case is GE !!
GE, The Mother of all Mellow Yellows, GE Capital Internet Ventures who advertise in WSJ and financial magazines for new dotcoms to give a holler. GE who has NBC and The Mighty Welch as CEO. A recent witticism (imagine me, graduate of a Bay Area art college in the '70's, quoting Welch...well times change and people change with 'em) - when asked to comment about the CBS offer to GE to purchase NBC, Welch shook his head, "Well I don't think so...NBC has viable earnings and that could be somewhat of a shock to CBS". LOL
If Those Yellow Dogs liked the very next phrase, why not type in CMGI on an SI Subject Title Search, and read all the associated Venture Capital Treads that will pop up in a list along with it. Keep a pencil handy to scribble down tickers....saves me alot of typing just yet, as I haven't looked at any of them closer than their treads yet, haven't even marked down share prices of TwoFly, Saffron, Frogtane, and these other pals Mellow Yellow is just mad about, yet...homework that will take more than a little while but ok; there's still plenty of time (like forever) whether or not the market takes a dive - miss one, draw a bead on another, keep on truckin'. Except rarely at those times when all tickers are minus; there's always something contrarian to the general pattern. And so even if Yellow Dogs say not to be interested in investing in this sub-sector; coming to conclusions about unheard-of alliances and seeing net commerce compositional groupings can only be doubleplu$good.
909 back at'cha,
Joanie |
