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

To: neverenough who wrote (4083)	1/16/1999 3:09:00 PM
From: Gary105	Read Replies (2) \| Respond to of 19700

Comments on trading and fundamentals: 1. The strategy I am adopting for myself involves buying CMGI on dips, selling a portion on extended runups and using proceeds to buy more on dips. I will begin adding under $90 and add more if share price drops additional $10. 2. I believe current valuation is low to fair and that price will stabilize as quarter closes. I believe we will see arbitrage between LCOS and YHOO as investment community recognizes that the magnitude of valuation gap is unwarranted. 3. Very impressed with CMGI's planet direct site which allows customization of web page to individual interests. among the item they do is provide you with localized news, weather, sports. this looks like a gem and could ultimately be billion$+ portal, where users spend a lot of time. 4. Next month should bring more interest starting with S. Harmon monthly report, CMGI Q report and I would guess some indication of IPO date. Gary

To: neverenough who wrote (4083)	1/16/1999 3:34:00 PM
From: Jon	Read Replies (1) \| Respond to of 19700

Did you realize that ALL the internets move together and not just CMGI & LCOS? Interesting..... (not really) tscn.com P.S. The only way LCOS becomes more valuable is if advertising companies start paying more for their adds on LCOS than they do on YHOO. Otherwise the increased traffic won't have any impact on revenues. For all our sake, I hope they start charging what YHOO gets and they must start signing some agreements like the one signed between IBM and YHOO recently. Then we'll see some real valuation increases.