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


To: James Thompson who wrote (16484)2/14/2000 9:26:00 PM
From: Richie  Read Replies (2) | Respond to of 19700
 
Continued thought on the AV IPO,

From the S-1A for Navisite, page 69 (no kidding!):
sec.gov

Directed Share Program. The underwriters have reserved an aggregate of 275,000 shares of common stock to be issued by us and offered for sale in this offering for purchase from the underwriters through a directed share program by officers, directors and employees of NaviSite. An additional 275,000 shares of common stock to be issued by us and offered for sale in this offering have been
reserved for purchase from the underwriters through a directed share program by vendors, business partners, customers and potential customers of NaviSite. In
addition, the underwriters have reserved an aggregate of 825,000 shares of common stock to be issued by us and offered for sale in this offering for purchase from the underwriters through a directed share program by United
States stockholders of CMGI who hold at least 100 shares of CMGI stock as of August 25, 1999 and who have access to the Internet and a personal e-mail address. These sales will be at the initial public offering price. We cannot
assure you that any of the reserved shares will be so purchased. The number of shares of common stock available for sale to the general public in this offering will be reduced by the number of reserved shares sold. Any reserved
shares not purchased will be offered to the general public on the same basis as the other shares offered in this offering.

Now, Navisite offered 5.5MM shares, and 275,000 were allocated for the CMGI DSP program that works out to be 5% of total offered shares. Stay with me here, now, I asked DW a direct question in December about the AV IPO, and he stated that it would be a "multiple" of prior offerings.

ragingbull.com

Even if it were not a multiple, 5% of 14.8MM shares is 720,000 shares. If there are truly on 6000 shareholders of record, that would mean that everyone should get 100 shares, that would only be 600,000 shares. Now, if it is a multiple of 2X (which I doubt now) then that it 1.44MM shares, which sounds extremely high. The real key here is "how many shareholders of record, and how many of those own at least 200 shares"? Also, how many hold 200 shares on the cut-off date, and how many of those have a WIT account. Sounds promising!

RichieH




To: James Thompson who wrote (16484)2/18/2000 2:04:00 PM
From: Grant Cash  Read Replies (1) | Respond to of 19700
 
Perhaps...CMGI should look at this! READ ON...
Ok.. NOW you have the Bandwidth so what are you going to do with it! ENE has a hot arrangement with a private company called VOD NETWORK SOLUTIONS. VOD is in the middle of a 504 reg D. pre-ipo offering for only a small placement of a million shares with a min. 1000 shrs at 1.00 per share for anyone who wants to get involved. VOD has proprietary and non-proprietary application which integrate ENE's lines with an end-user.VOD provides digital media solutions including a range of products and services such as digital content, media conversion, digital media systems and digital integration. The Company focuses on providing solutions to the problem of the delivery of interactive digital movies and other media content to
consumers over ERE electronic infrastructure on a real time basis. VOD supplies the digital content , production and digitization skills, hardware and software expertise and system integration expertise to ENE which provides the bandwidth services. ITS A HOT PRE-IPO, if anyone is interested you can call 757-306-6090 for further details.
They took the Pre-IPO out only a few days ago and its going quick... They have ABC,HBO, Disney and whole bunch of clients who use VDO's services. Also, VOD has some sort of an arrangement with microsoft to provide their technology for a new type of high tech browser.
IM IN! and I see a lot of consolidation in this new digital age in the ensuing months ahead. VOD has expectations of its IPO at or around $30.00 in late 2000 Going for it!