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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: GREENLAW4-7 who wrote (37139)	10/2/2000 8:49:09 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

greenlaw4-7: I think CMGI's best days are behind it. It holds a near-worthless portfolio of innumerable internet companies that it overpaid for during the internet's heyday and are now worthless. It's "jewels" (Alta Vista, etc.) are not much better and its "strategy" of using one worthless internet stock to enhance the value of another worthless internet stock in its portfolio makes no sense in today's market. Also, its lack of predictable earnings and the inability to interpret its earnings reports make this a stock I'd avoid like the plague. I don't even like it as a swing trade; I see nothing on the horizon that will jump-start this stock. JMO.