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Technology Stocks : CMGI What is the latest news on this stock?

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To: Dave Dickerson who wrote (7544)4/27/1999 1:49:00 PM
From: Robert Rose  Read Replies (1) of 19700
 
Hi Dave:

I've followed you for a long time, first on the tlab thread and now here. congrats on this pick, by the way. it certainly has served me fabulously this past year.

I am interested in knowing more about your investment style. You seem to be very concentrated in just a few stocks: cmgi, tlab, and ? When you bought your cmgi, what did you liquidate to do so? And why?

My style is this: I only invest in inet stocks, hold many long term, especially given the tax ramifications of selling them. I invest in those that look good to me. The result is that I have about 15 in my portfolio, so I am more diversified in that respect.

TIA. Rob

Long since 5/98, 1000 sh.
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