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

To: ZenWarrior who wrote (12967)	9/15/1999 2:37:00 AM
From: PLeaps	Respond to of 19700

Why can't CMGi announce pre announce earnings a la qcom if they are so far away from analysts estimates? Based on current performance in each of its business units, Qualcomm(QCOM) announced today that fourth fiscal quarter earnings from operations will meet or exceed analyst consensus estimates of $.87 per share. The company also stated that it is considering several strategic options for its handset business.

To: ZenWarrior who wrote (12967)	9/15/1999 6:45:00 AM
From: SHGLaw	Respond to of 19700

I'm one of those people who believe that cmgi is not a co. to be judged by earnings, per se. They could have whatever earnings they want, essentially, but I see them as building up cash and NAV to keep the industry churning, bring out and build up their babies, until one day we wake up to find its equity is worth zillions. I am interested in seeing what it can do with av acquisition, however, and whether its capable of building that into a platform for its many other holdings. I believe strongly in the value of its synergy building capabilities, especially given the level of competition in the inets. My sense is with cmgi as a sugar daddy, any start-up lucky enough to catch DW's eye has the inside track on domination. But why the hell do the new kids on the block, a la icge, get more (better) attention than the proven winner? SHG

To: ZenWarrior who wrote (12967)	9/15/1999 8:59:00 AM
From: The_Guru_00	Read Replies (1) \| Respond to of 19700

Zen, I have read your very informative posts. You are a good guy. I was wondering whether you have talked with anyone at CMGI about earnings guidance. I noticed you have a dialogue with DW. I agree that with all of the stock sales and IPOs, they might blow the doors out, and the market would love it. Regards