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

To: Al Cano who wrote (2300)	10/5/1998 10:49:00 AM
From: TokyoMex	Read Replies (1) \| Respond to of 19700

CMGI hanging in like a trooper,, suspect we close over 50 again today ..

To: Al Cano who wrote (2300)	10/5/1998 7:10:00 PM
From: Urlman	Read Replies (1) \| Respond to of 19700

The Internet Speculator (CMGI) bradgoldstein (26/M/Goldstein) Oct 5 1998 5:31PM EDT This publication continues to believe that CMG provides an excellent opportunity for investors to represent the Internet in their portfolios. CMG offers investors stability, diversity, and incredible potential. Stability is provided by CMG's various publicly traded assets which represent a level of support as well as access to capital if necessary for further investments in Internet companies in the early stages of development. Diversity is provided by CMG's seven publicly traded investments, nine 100% owned Internet companies, and 20+ additional investments in privately held start ups which cover a wide range of Internet related services and commerce opportunities. CMG's wide range of assets provides investors with tremendous potential as each investment helps contribute ot the success of others through synergistic relationships. The synergies that CMG has created and continues to develop promote rapid growth and expansion for all of CMG's investments. Here is a brief example of some CMG synergy in action: Planet Direct offers free email through Critical Path and uses Lycos as a search engine. Lycos uses Vicinity's maps, contributes to and deploys Engage Technologies, and uses NaviSite for Web hosting. NaviSite also supplies Web hosting for MotherNature.com, RagingBull.com, and Open Market. Open Market provides Internet commerce services for NaviSite's hosting customers and actively promotes Engage's products to their customers. The list goes on, but this example should help make clear the tremendous benefits provided by the synergies among CMG's 30+ Internet investments, including two of the top ten most visited web sites. The benefits of existing and potential synergies has no measurable value, but certainly provides the impetus for continued growth among CMG's diverse collection of Internet start ups. The more established companies in CMG's portfolio, in addition to CMG's knowledgeable and proven management, provide Internet start ups with the capital, guidance, and synergies necessary to achieve success. CMG is well positioned early on in the fastest growing technological revolution the world has ever seen. CMG's stock price is significantly off of its recent high. Some investors are skeptical of CMG's future due to fear that there may not be a market for future Internet IPOs. This fear should have been eased after the tremendously successful IPO of Ebay, an online auctioneer, whose price soared more than 163% in its first day of trading. There is clearly still a market for today's Internet start ups that possess promise to evolve into tomorrow's market leaders. CMG announced excellent earnings on September 24 for the quarter ended July 31, 1998. While analysis anticipated a loss of $0.58 per share, CMG reported a profit of $1.38 per share. However, CMG's earnings do not represent a very good means for measuring CMG's success. The majority of revenue last quarter was generated by SalesLink (Fulfillment Services) and the sale of 950,000 shares of Lycos. Revenue derived by the sale of assets is not predictable or certain, but does occur on a fairly regular basis. Liquidation of mature assets is what CMG is all about. They make a huge gain on the success of one start up and use the profits to invest in ten new start ups. CMG's value should not currently be determined by revenue, but by assets, which do not generate any revenue for CMG unless they are sold or brought public. For example, earnings do not indicate the $400 million CMG currently has in publicly traded stocks or the value of CMG's 20+ additional privately held investments which each present amazing potential, and may be sold or brought public at any time. The only true Internet related revenue indicated in the earnings report is the $4.2 million generated by CMG's majority owned Internet group which includes Blaxxun, Planet Direct, ADSmart, NaviSite, Servercast, InfoMation, The Password, Vicinity, and Engage/ Accipiter. This revenue represents an 89% increase over the previous quarter and possess the potential to continue rapid growth as this tightly knit cluster of companies continues to develop and expand. The earnings report mentions the success of CMG's investment in and public offering of GeoCities. CMG currently holds 8.8 million shares of GCTY, which it acquired at an average cost of $0.67 per share. This investment represents a 3300% return on investment! This is not CMG's first success story and it certainly won't be their last. Many of CMG's 20+ privately held investments possess the potential to IPO and achieve the success of LCOS and GCTY. CMG's track record is phenomenal and once the market stabilizes and eventually reaches new highs, the potential for this stock is virtually unlimited. Although CMGI stands for College Marketing Group, I believe a more accurate way to refer to this company is Continually Making Great Investments. Timing is everything and CMG is in the right place at the right time. CMG's stock is certain to face continued volatility, but the long term continues to look very promising. Although CMG's stock price has been under pressure as of late, this does not in any way represent what has been going on at CMG. CMG continues to make excellent early stage investments and profit from investments made in the last few years. By Brad Goldstein bradgoldstein@hotmail.com