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Technology Stocks : CMGI What is the latest news on this stock? -- Ignore unavailable to you. Want to Upgrade?

To: bargainman who wrote (10670)	6/22/1999 8:28:00 PM
From: S.C. Barnard	Respond to of 19700

Metcalfe's Law, advertising revenue? This should be explained.

To: bargainman who wrote (10670)	6/22/1999 8:55:00 PM
From: Solipsist	Read Replies (3) \| Respond to of 19700

Why Altavista? Read on. Okay, here's my take given what I know about the portals and search engines as somebody who works in the industry. I'm not talking financials here since others are more qualified than I am to do that. Altavista's crown jewel is its search technology. The site has other features not offered by other web portals (the translation service at babelfish.altavista.digital.com, for example), but to seasoned web users "Altavista" = "search". Other portals (notably Yahoo and Netscape's Netcenter) used to use Altavista to power their searches, but these days it seems you see "Powered by Inktomi" everywhere you see a "Search" button. Perhaps CMGI is looking to change that. Lycos and Hotbot both utilize Inktomi's technology. BEGIN SPECULATION: I've never really cared for Lycos's search capabilities. It was the first search engine I ever used, in 1994, when the URL was still a cmu.edu address. It's gotten better, but is still not up to par with Infoseek or Altavista. Perhaps with Altavista under its wing CMGI might be able to strike a deal with Lycos to switch the underlying technology behind its search capability? That, of course, and the fact that it's a site that could be used as a gateway to the more end-user-oriented holdings in the CMGI fold. END SPECULATION