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

To: stock_bull69 who wrote (13972)	11/8/1999 1:16:00 PM
From: sam	Read Replies (1) \| Respond to of 19700

I have been a shareholder of CMGI for quite a while now. It seems to consolidate then run....consolidate then run. And its consolidation often feels like churning. I wouldn't compare its recent action to ICGE or SFE cause CMGI's float is a lot bigger and its been around a lot longer (as a public "internet incubator" company). That said, I would be adding to my position on any weakness here...cause when it does explode, look out.

To: stock_bull69 who wrote (13972)	11/9/1999 1:59:00 PM
From: BeachCrunc	Read Replies (1) \| Respond to of 19700

This puzzles me also. Perhaps it is just the hype. CMGI, to me, has the better business model and strategy e.g. they own a majority (70% - 100%)stake in many of their investments (e.g. engage, navisite, altavista) and have much more operational, internet savy, technical knowledge to create the leverage. ICGE seems to have less stake (30% to 50%) in their key holdings. Although 30% is good, is that really enough to get any clout on leverage issues? The background and interests of management teams of these companies seem to reflect these differences also. These are my reasons for being long on CMGI (I also like my shares of engage and navisite and look forward to other DSP).