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

To: stock_bull69 who wrote (17410)	3/25/2000 1:18:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 19700

I think your mind is fixated on Barron's negative take, which is par the course. Barron's did not talk about the other side of the report which is what companies may benefit. This audio feed talks about the other side. President/CEO of Pegasus Research Intl., describes the potential risks in a Wild West mentality to Internet investing but reveals a bullish view of well-selected Internet stocks. He comments on his top 20 Internet picks, 19 of which he would buy in spite of controversies, risks, and high stock prices. CMGI is in the 20 that they would buy, something of course which Barron's conveniently leaves out. With Barron's the glass is generally half empty and not half full. Regards,

To: stock_bull69 who wrote (17410)	3/25/2000 10:47:00 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 19700

Baron's is not worth using as toilet paper as far as I'm concerned! I stopped taking Bear-uns seriously about 5 or 6 years back when they ran a splashy cover story on why the market at Dow 4,000 was perilously overvalued and about to dive off a cliff. Some cliff. Even if you are concerned about cash burn, CMGI is probably the most attractive Net investment out there. It has surging revenues, Wetherall has been earning a reputation as a magician, and most importantly IMO, the troubles of other companies without the backing of the CMGI affiliation will start inuring to CMGI's benefit very soon. This last factor is the most important one for me. When there is a shakeout, the survivors end up in better shape than ever. And there is a shakeout coming in many of the business segments that CMGI has properties in. I am a little concerned about my April calls. But the long term shares, which are the bulk of my CMGI investment, are not something I lose any sleep over. They still look like a four bagger in the next 24-36 months from where I sit. MAD DOG