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Technology Stocks : Big Flower Holdings(BGF)-The next CMGI?
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To: Glenn Petersen who wrote (20)3/22/1999 10:09:00 AM
From: Kirk ©  Read Replies (2) of 66
 
I like BGF as a long term value play. Who else would know how to exploit the internet for profit than direct mailing experts?

I happen to be working on a newsletter venture with a direct marketing group and a network investment show radio host (as a "hired gun" stock picker/analysist) and the internet is such a natural extension of their business model....it amazes me.

Still, what if you look at BGF and value it the same way you value CMGI? IS CMGI valued as the sum of its parts or does it get a premium?

regards
Kirk out
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