Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cyberman who wrote (5084)	3/2/1999 1:27:00 PM
From: Detail-MD	Read Replies (1) \| Respond to of 19700

Thanks CM. But do you have a feel for any "surprises" (upside or downside)? You know what I mean. And do you think a split could be announced even though they just split two months ago? Thanks again !! -Steve

To: cyberman who wrote (5084)	3/2/1999 2:21:00 PM
From: PDL	Read Replies (1) \| Respond to of 19700

Cyberman: You're right... this is NOT an "EPS" play. The earnings reports will be interesting, but not meaningful. CMGI represents a "store of value" -- the sum of their parts, but (probably more importantly) the addition of the CMGI leadership group rolling over its assets at ever increasing valuations and realizations. CMGI is the Berkshire Hathaway of the internet -- glad I got on board when I did (at about $100/share average approximately 5 weeks ago). This will be a fun one to watch and ride.