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


To: Bosco who wrote (18793)1/11/2001 4:21:35 PM
From: mepci  Read Replies (1) | Respond to of 19700
 
Bosco: I did see it on cmgi site. Nor did I see any comments by anybody. I should have checked on the free edgar. I just printed it. I will go through it and see whether I can make some sense of it.
If things are in order, I owe an apology to DW.



To: Bosco who wrote (18793)1/11/2001 4:37:33 PM
From: mepci  Read Replies (1) | Respond to of 19700
 
Bosco: Thank you for the url. I started looking at the balance sheet as of 10/31. Looks good. If you take SE and subtract all the Goodwill etc., it still leaves $700M or $2.3/shr. If cmgi does a decent job, this one should have atleast that much as a liquidation value. I believe DW will come through this intact and well.
Next qs. is how well are they doing pulling the gross margins from 9% in 1Q to 20% in 2Q? Are they reducing R&D and marketing costs.
I am sure cmgi is tight lipped about it right now.
I do have serious interest in this company, because it has provides great oppurtunity.