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

To: StockDoc who wrote (14083)	11/16/1999 1:13:00 PM
From: im a survivor	Read Replies (1) \| Respond to of 19700

Stockdoc, You have a vaild point. However, take a look at why you invested in CMGI. This is a great company to hold for the long run.....short term gyrations mean very little. Take solice in the fact that you own a fundamentally sound company in a market that will appreciate greatly. Another thing to look at. Yesterday aside...is CMGI a good buy today ? I think the answer is yes. In fact, I think CMGI is one of the most undervalued plays out there. When it does move....look out above. You mention..."while other internet stocks go higher"....yea, but you still cant look at it like that. You must go back to the question - is cmgi a good buy today? You can't worry whether the store next door sells a better pizza...make the best pizza you can and let the chips fall where they may. But if you must look at what others do...I remember when the inuts corrected. I was (still am !!) heavy in AOL. I thought about buying some EBAY and AMZN for the long term portfolio. I felt deeep down that over the long haul AOL is a far superior company and investement. With all 3 around $80, I felt even though I own aol, I should buy more rather then amzn or ebay...simply because I felt it was a better buy. Well, Ebay and AMZN rebounded...in a big, big hurry. Both ran right to $140 and above. AOL did nothing. I questioned my strategy, but still felt the short term ment nothing, and the long term will tell the picture. Ha...it didn't even take long...a month or 2 later, AOL not only caught up, but is now blowing right past both EBAY and AMZN, and my guess is AOL will continue to outperform both. A 2 for 1 next week...news of deal with wall mart...possible deal with athm. The numbers show an awesome company at work....So again, we must look at the company...the fundamental reason you own a company. CMGI, IMHO is a must own...at this price, it's a no brainer. It owns stakes in many, many succesful enterprises and will continue to own stakes in more and more companies. Eventually, CMGI will move accordingly. JMHOOC Good Luck KG

To: StockDoc who wrote (14083)	11/16/1999 3:22:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 19700

Stockdoc, from your post I can understand where you are comming from. All I can say is that you must find your own comfort level. If necessary it may be better for you to sell part of your CMGI and put it into AOL or YHOO or other blue chip inets if it can help you sleep better. You can use tax strategies, such as double the amount of CMGI shares that you have now and then sell the ones purchased at $150 in 31 days. You will be able to recoup whatever your current tax rate is on the loss, write off part against other cap gains and effectively lower your average cost per share of CMGI down to the $117 area. What I do believe strongly is we have hit a favorable time of the year in terms of seasonality. Yes, there will be oscillations but this market is heading higher in a powerful way as we move into the new year. Money from Asia and Europe is commining into the U.S. The current move in the NAZ at least has been fueled by over 21Billion in fresh cash. We may already be in the millenium melt-up at least for the techs. Once we are in Y2K, the potential panic is over. People holding money on the sidelines will put some of it into the market. This has been a good year in business and on Wall Street, part of the Christmas and New Year's bonus money will come in and most importantly the initial inflow of 401 and IRA monies will be put to work. So bottom line, regardless of which stocks you choose, or tax strategies employed, try to remain invested in quality names. By investing over the long term, the hills and valleys that come with exposure to the market and in particular the high Beta stocks will smooth out and show higher highs over time. Regards, FWIW, an analysts opinion below: TAUB TALK: Lehman Says Tech Still Tops editor: Steve Taub 11/16/99 So, is it time for tech to take a breather? You can?t blame investors for asking this question. ... individualinvestor.com

To: StockDoc who wrote (14083)	11/16/1999 3:56:00 PM
From: Ryno	Read Replies (1) \| Respond to of 19700

I think DW has gone from a leader of growing small ventures into IPO?s to wanting to compete with DoubleClick. I also think investors have doubts that CMGI can compete favorably with DoubleClick, and that is why we see them lagging the industry. ryno

To: StockDoc who wrote (14083)	11/16/1999 6:48:00 PM
From: BeachCrunc	Read Replies (1) \| Respond to of 19700

The value of CMGI ownership to me is as follows: **** Of the 100 shares I purchased in June (average price of $85; total cost $8,500) -- I was able to purchase 100 shares of engage at $16 in July and 100 shares of navi at 14 in October. Now engage is at $54.50 (gain of $38.50 per share; total gain of $3,850). Navisite is at $57.50 per share (gain of $43.50 per share; total gain of $4,350). This is a nice "dividend"; plus not taxable until I sell. There's probably another good IPO per quarter for a good while; plus Altravista. Although I own other stocks, like AOL, etc., I take the CMGI "dividends" into consideration as part of stock evaluation. CMGI just has a different business model - and unlike most VC funds, CMGI does a lot to build and leverage the companies (I don't think that they would bring a lemon to ipo; they would rework it first). The next 12 months will be good for CMGI; price should go up in anticipation of the altravista ipo.