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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 (11626)7/11/1999 3:55:00 PM
From: Larry Zenith  Respond to of 19700
 
If some analyst wants to cover CMGI, he/she got to study all of CMGI's 30+ holdings one by one, and evaluate one by one. It is tremendous work amount to put all pieces together. That's why it is hard to cover, it is sort of like covering 30+ stocks.

My 2 cents.

Larry



To: bargainman who wrote (11626)7/11/1999 4:35:00 PM
From: Premier  Read Replies (1) | Respond to of 19700
 
BRKa, a $107B, is covered by one broker only. But BRKa's annual report is must read for all serious investors.

biz.yahoo.com



To: bargainman who wrote (11626)7/11/1999 4:50:00 PM
From: James Thompson  Respond to of 19700
 
bargainman - for some reason the market has never taken CMGi seriously (just listen to Joe Kernan, et al every day). I believe that is changing now. With the Alta Vista deal we should see an increase in the number of analysts covering CMGi. The trend is to finally acknowledge CMGi as a major, influential player and power broker. Most recent articles are extremely positive about CMGi's business plan and future growth. Even my Dad's traditional broker gives CMGi a 40% annual growth rate (so far mine is at 70%).

For a long time CMGi has not benefited from the respect it deserves. For example, while browsing the AOL board yesterday I noticed a site that was posted there. It is called "Standard Price Forecast." They apparently analyze trends and post estimates of future Internet stock prices. Take a look for yourself at it-investor.com. Well, guess what? CMGi is not listed as a company they follow, at least not yet. Perhaps they don't consider CMGi to be a pure Internet play; give me a break!

Good luck to CMGi longs in the coming weeks.

Jim



To: bargainman who wrote (11626)7/12/1999 12:47:00 PM
From: AmericanVoter  Respond to of 19700
 
bargainman, I am somewhat surprised too... I really don't know... but to ad to what you said... I was talking with a broker at Morgan Stanley, and I couldn't believe it when he told me he never traded CMGI and he only recently heard of it because of the AV deal... somehow CMGI is still not very recognized... but hey, that is "A OK" it only means that it will climb much harder once it is...

best regards
amein