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

To: Larry Zenith who wrote (14521)	12/3/1999 6:18:00 PM
From: AmericanVoter	Respond to of 19700

Larry Zenith, I like your thoughts... VERY MUCH SO... I am long CMGI for the vision and potential ... but if recognition comes from the S&P... hey, all the better best regards amein

To: Larry Zenith who wrote (14521)	12/3/1999 8:04:00 PM
From: Raymond	Read Replies (2) \| Respond to of 19700

Larry, I think CMGI's market cap is way over S&P's threshold. You don't need $40B to be there. When CTXS was included a few weeks ago, its market cap was only $6B. My guess is that market cap matters until the number is larger enough. After that, stability and eanings growth potential weigh in the most. If you're right that S&P doesn't mind getting holding companies, I think CMGI has a shot much quicker than you have predicted. Raymond

To: Larry Zenith who wrote (14521)	12/3/1999 8:08:00 PM
From: Scarecrow	Read Replies (2) \| Respond to of 19700

I bet that CMGI will have a legitimate shot at S&P next year this time when CMGI's market cap is hovering around 40B, just like YHOO before its entry to S&P. Well, we're at a $18 B+ cap right now with a PE under 40... That's gotta be attractive to the S&P folks in the shorter term. Going to the S&P is not material to the fundamentals of the business, but it would surely give us even more juice, wouldn't it?