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


To: Mark Peterson CPA who wrote (13909)11/3/1999 2:57:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 19700
 
Mark: The valuation GAP between CMGI and ICGE keeps getting bigger and bigger.....Any thoughts?

Wall Street has a huge infatuation with B2B plays now....that is helping with my investment in AGIL (their alliance with ORCL doesn't hurt either ).....Yet, IMO CMGI needs to articulate their B2B investing strategy in a more effective way. I still like CMGI but I feel that they could 'play the game a little bit better.' In todays investing world you either define yourself or others on the street will define you. I think that CMGI has much more B2B exposure and expertise than many folks realize. <VBG>.!!

Best Regards,

Scott