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

To: Brian Malloy who wrote (4021)	1/14/1999 8:41:00 PM
From: SJS	Read Replies (1) \| Respond to of 19700

Right. 2% of our exports go to Brazil. Most of that is NOT related to EMC, CSCO, AOL, LU, and hundreds of other companies. Some BANKS and investment companies have exposure to Brazil, and some consumer products companies do, also. If Brazil goes down, and takes LATIN AMERICA (MEXICO, COLUMBIA, ETC.) with them, then our export exposure jumps from 2% to 20-25%. Clearly a much bigger problem. CMGI, on the other hand, needs to digest it spectacular gains and get back on track. This consolidation is good. Every day that passes allows us to forget that the prices are 2x what we trade at. The stock is more liquid, and that should help the wild gyrations. Oh yeah, about "taking a profit". We talked about that over last weekend...I agree. If you're trading, there's nothing wrong with taking some gains and putting them in your pocket. As for me, after selling for profit at pre-split 190 and 248, I am looking to get back in again, probably in this area. Regards to all..

To: Brian Malloy who wrote (4021)	1/14/1999 10:32:00 PM
From: Millionairess	Respond to of 19700

brian, I've been getting out of most of my trading positions all week (kept my NAVR though - I'm a real fool for that stock) including all non-LEAP calls - BUT will continue to hold my longterm CMGi position with a good bunch of puts - it will be interesting to see how CMGi weathers the immediate future now that it has joined the ranks as a top tier internet stock - YHOO, AOL and AMZN weathered the last downturn extremely well I'm a little cautious right now to pick a bottom - I got a little singed last august trying to do that - in the back of my mind, I wonder what else will appear on the horizon in addition to brazil - will this will be a drawn out couple of months like the last time? - I would agree with you that we may come back sooner only because the world seems to be working closer together now re: monetary policies - I would like to check out greenspan closely on wed. to see what is said whatever, I hope I've succeeded in setting up portfolio so that I will be able profit in whichever direction the market goes - I will see if some lessons learned from our last great drop will pay off for me here just an dumb internut - good luck, m