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

To: sunny who wrote (12433)	8/9/1999 7:58:00 AM
From: polarisnh	Read Replies (1) \| Respond to of 19700

sunny, Thank you for your CMGI breakdown chart. It is helping me to apply a value to this stock while the market remains in chaos? What are you using to estimate the value of the Alta Vista IPO, as well as the other sites? WAG? Are there any other significant holdings of CMGI that are not listed here? Thanks, Steve

To: sunny who wrote (12433)	8/9/1999 8:44:00 AM
From: Mark Peterson CPA	Read Replies (1) \| Respond to of 19700

Sunny, appreciate your diligent efforts to do what many analysts could not - attribute a value to CMGI by eyeballing each of its holdings. A comment regarding valuation that you probably already know. Any single share of a publicly traded stock represents the value of a non-controlling minority ownership interest. And when these shares trade on the market, whether as 100 lots or 10,000 share blocks, the value at which they trade is a non-controlling but liquid minority ownership interest. In those instances where CMGI owns more than a 50% ownership interest, a control premium is usually attached to those shares. Depending on the industry, control premiums vary but are routinely 33 - 48 % above the value of a single share of stock (or the minority, non-controlling interest). It would be proper to attach this premium to the entire holdings of majority owned businesses (as in the 83% ownership interest of ENGA) or to those holdings where the CMGI owned shares would have some indicia of control (like a swing vote premium). Mark A. Peterson

To: sunny who wrote (12433)	8/9/1999 9:56:00 AM
From: James Thompson	Respond to of 19700

sunny - Excellent analysis. Thanks for the hard work! Did you add in the change in the vending machines? :-> Jim

To: sunny who wrote (12433)	8/12/1999 4:05:00 AM
From: sunny	Read Replies (3) \| Respond to of 19700

update as of 08/11 on the value of cmgi's holdings: 26 13/16 83% engage: 1044 mio. $ (-7,5% vs. 08/06) 128 1/16 03% Yahoo (?): 780 mio. $ (+/-0% vs. 08/06) 33 3/8 17% lycos: 495 mio. $ (-2,0% vs. 08/06) 28 7/16 24% silknet: 102 mio. $ (+13,3% vs. 08/06) 18 1/2 16% chemdex: 94 mio. $ (-10,4 vs. 08/06) 33 06% critical path: 75 mio. $ (-13,8% vs. 08/06) ----------------------------- publicly traded 2590 mio. $ (-3,93% vs. 08/06) ----------------------------- AltaVista IPO: 3000 mio. $ (estimated) Blaxxun&Navisite: 800 mio. $ (estimated) icast: 2000 mio. $ (estimated) Addit. holdings: 1000 mio. $ (estimated) ----------------------------- Overall 9390 mio. $ (-1,11% vs. 08/06) 75 9/16 market cap cmgi: ~ 9500 mio. $ (-1,10% vs. 08/06) (after AV dilution) Very interesting to see CMGI move accordingly with my estimated overall holdings' value. regards sunny