SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CMGI What is the latest news on this stock?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pater tenebrarum who wrote (6617)3/31/1999 1:15:00 AM
From: Millionairess  Read Replies (3) of 19700
 
IMO for the shortterm, the health of the internet IPO market should be considered in order to project CMGi's price swings BUT in the longer term, real businesses are being created of which CMGi will probably continue to hold a share - i don't think anyone will be left holding the bag in the next millenium

for example, for these companies below, CMGi has a wholly owned equivalent and these are only 3 of their 40 or so businesses - of course, you have to consider that these companies are the current leaders in their respective niches and CMGi will have to do some catching up - BUT check out recent news and hiring and you know that they are well on their way

DCLK 3.64 billion mkt. cap vs. ADSMART
EXDS 2.84 billion mkt. cap vs. NAVINET/SITE
BCST 3.88 billion mkt. cap vs. MAGNITUDE
-----
10.36 BILLION mkt. cap TOTAL

the list doesn't stop there - there are other CMGI companies that are growing outrageously like ENGAGE (profiling), CHEMDEX (B to B), ANCESTRY (community) that have killer models

IN ADDITION, they are tapping into real cutting edge opportunities with exciting companies like ACTIVERSE (instant messaging), BLAXXUN (virtual reality software) and THINGWORLD (intellectual property ecommerce) - OVERVALUED? i don't know if you can put a value on these early entries AND you have the diversification too in case all don't turn out a winner

here's a good link to get all their companies in one list
cmgi.com

good luck with your decision
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext