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Microcap & Penny Stocks : WCAP - Winfield Capital: Insider buying -- Ignore unavailable to you. Want to Upgrade?

To: xcr600 who wrote (1047)	6/8/1999 1:30:00 AM
From: Top Jim	Respond to of 1305

Xcr, yep WCAP is not even close to being on CMGI's level. This is easily evidenced by the 120M to 10B differential in market caps. Which is likely to double more quickly? BTW, WCAP has an advantage in that they don't pay taxes and run very low overhead (3 empl vs. 1000+). Based on the superior ROE and greater prospects for appreciation, I'd take a higher multiple on WCAP over CMGI but I believe now the situation is reversed. Good luck either way. TJ

To: xcr600 who wrote (1047)	6/8/1999 7:45:00 AM
From: Bo Le	Read Replies (2) \| Respond to of 1305

I like both CMGI and WCAP at this level, even I have a lot more money in CMGI than in WCAP. I do expect WCAP to outperform CMGI. But I will get out WCAP when it raises to $40, or $50, or $60 level. I may keep CMGI as one of my core holdings for a long term play. To be fair, we need compare the intrinsic value of WCAP and CMGI. My analysis shows that WCAP is undervalued comparing with CMGI. Could be wrong, though. BTW, plan to sell ATHM which I brought yesterday and switch to AOL today. Hope ATHM gap up and AOL gap down at open. Bo