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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (1412)	3/5/2000 8:22:00 PM
From: J Krnjeu	Read Replies (1) \| Respond to of 1817

Mr. Teflon, Hi, how have you been? I haven't seen you around much. Hope everything is going well with you. I'm also in ICOM. I was doing some checking on RB and it appears that ICOM has somewhat of a good product line. There seems to be an optical industry show this week and some of the people feel that ICOM may move based upon the positive light placed on the optical industry. Any opinions? Are you still in GMST? Hope you had a great weekend. Thank You JK

To: Teflon who wrote (1412)	3/6/2000 3:18:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 1817

Here is a very interesting article on the challenge of placing a value on CMGI...FYI... ragingbull.com And a continuation of the article can be read at... ragingbull.com Regards, Scott ------------------------------------------------ BTW, I am VERY comfortable HOLDING CMGI as a core position in my portfolio. IMO, it continues to be under-appreciated and often has some exciting runs UP around earnings as well as when there are major IPOs (of firms they are incubating).