To: Sly_ who wrote (35882 ) 12/24/1999 10:38:00 AM From: tang Read Replies (4) | Respond to of 41369
One sould not look jweb or netzeros stock price to decide that the free isp will die, one should see the trend of more free isp participate the market lately. I was a die-hard AOL defender in this room befroe Aug. 1999, nothing shakes me, not even the ISP in Europe, not even the netzero or others. Until lately, I see yahoo, kmart, athm, juno one by one coming into this fried pan. I loaded them all and tried, surprisingly they are all good, they don't even ask me to click the ad banner (1"x5"), they give me 50 bps out of 56. I have so many backup dial-up lines now, I feel much saver than having one paid isp, I'll stop my paid one when next renewal coming up in the spring. What this tells me that AOL will face more pressure, it will still grow but the pace will be slower. The bottom line of a investor's goal is to make money and make more if possible. AOL returns a bit over 100% in 1999, CMGI's return is approaching 1000%, why don't I choose ICGE or QCOM? I did at one time or so but I got chicken out because I don't really know them. You might say 'hey, that is the same reason we hold AOL, because we don't know others enough to hold', granted, my cup of soup may not be your cup of soap. If I had held AOL till now, my return to date will be such a tiny earn comapring to what CMGI gives me (200% less) And CMGI's menu for next year's kichen is much more than this year's, it adds or changes the menu item constantly to fit the market. I invite you to join me for more gain in year 2000, maximize your return from investing in CMGI. I have persuaded my frinds (5 of them) to do so, they all made good money already! For old time shake, I write this note...I am not shorting AOL, I don't know how, I don't trade option, I don't know how, I only know that I want to get the stock that I don't have to worry about day and night and it returns more every year. CMGI's ROI for 1998 is more than 400%, ROI for 1999 is near 1000%, it looks good for year 2000, come and check the fact yourself.