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

To: Solipsist who wrote (10672)	6/22/1999 9:05:00 PM
From: S.C. Barnard	Read Replies (2) \| Respond to of 19700

From a favorite poster on Motley Fool: >>From a shareholder standpoint, if we were looking for something to send the stock down and give us a buying opportunity, I'd say a $3 billion dilution would do the trick. LOL As far as wanting Altavista, this makes a lot of sense to me. I've recently thought that Compaq's Alpha chip unit and their digital properties are the only parts of the company worth anything. I figured they should get out of the PC business and go into the Internet Appliance business with "Alpha Inside". But Altavista has great search engine technology -- the only truly scalable commercial search engine I know of besides Inktomi's. I use www.altavista.com regularly. Altavista could have been another Inktomi. But first Digital and then Compaq blew it -- blew it as bad as Barnes and Noble waiting years to spin off BNBN. Altavista could still be an Inktomi-killer -- at least in search space. But I don't think that's why CMGi is interested. I think having relationships with Dell, Gateway, Compaq, and -- most importantly -- Microsoft and Intel, CMGi is really truly interested in getting on every Wintel desktop. Having one of the world's greatest search engines gives them the means of routing those "desktop warriors" to all of CMGi's commerce, content, and community sites. It is truly going after AOL. And with the right backers, it could work. This could be huge. Nonetheless, we don't know if this Altavista rumor will pan out. Stay tuned, folks, this could get really exciting...<<

To: Solipsist who wrote (10672)	6/22/1999 9:18:00 PM
From: Larry Zenith	Read Replies (1) \| Respond to of 19700

Does that Mutual fund status thing play a role in this deal? If CMGI acquires AV, there is no need to acquire LCOS, and get CMGI off the mutual fund hook completely. LZ

To: Solipsist who wrote (10672)	6/22/1999 9:18:00 PM
From: Jenne	Respond to of 19700

There has been speculation that CMGI might have to register as a mutual fund because of the amount of assets in its sizable Internet portfolio. An acquisition the size of Alta Vista could defer that type of move for CMGI, giving it a significant wholly owned asset. Strategically, CMGI's purchase of Alta Vista could allow the company to channel Internet traffic from its search site to the various Web sites it owns. CMGI could also decide to spin off Alta Vista as a separate company at some point, a move Compaq has also said it was considering. MSNBC