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

To: chalu2 who wrote (16052)	1/27/2000 8:55:00 AM
From: TimbaBear	Respond to of 19700

I don't disagree with the fact that valuation of CMGI is difficult, if it wasn't, it would probably be more closely valued than it is. "...I'm not sure I'm following all of your figures, but I think you're confusing revenues and earnings. (Last year's $422 in net income, was followed by a loss of $122 million in the 10/31 quarter)...." I think you are confusing one year's earnings with one quarter's earnings, yes, CMGI's earnings are dependent on sales of it's ventures and IPO's of it's ventures and that makes the timing unpredictable, but, in the aggregate that is getting less so....it has majority ownership in several large enterprises who revenues flow through to CMGI and so that aspect of it's numbers are increasing and the overall is tending toward easier predictability and that will lead,IMO to more accurate valuations. I know the comparison to MSFT wasn't accurate....after all CMGI is still a growing company! <gggg>