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To: John P. Henrie who wrote (2011)3/7/1999 11:33:00 AM
From: Jenne  Respond to of 7772
 
CMGI absolutely took off this week. If finished the past five
trading days with a gain of +$29.56. Believe it or not, the
surge should continue. On Thursday March 11th, CMGI will
announce its quarterly earnings. It is possible that they could
also announce a split. Even though the company just split back
in January, CMGI is steadily approaching its all time highs at
the $155 level again. They also have enough authorized shares
for another 2:1 (100 million shares authorized and approximately
46 million issued). Watch CMGI take off this week especially if
the markets can sustain their present rally.



To: John P. Henrie who wrote (2011)3/7/1999 4:01:00 PM
From: Brian K Crawford  Respond to of 7772
 
Dear JP,

<< I think the weak link in the Internet chain is your professed strngth. I do no believe these companies will be able to keep their audiences captive. Its just to easy to go somewhere else in cyberspace. The cost of comparison shopping has been practically eliminated. Profit margins will not improve but decline. >>

Here's the way I see it:

That relentless competition is why the early leaders are so intent on staking out the geography. Later entrants will find it that much harder to get started. Big players will ultimately dominate.

They will be able to extract a profit from it, or else they will go down the tubes, and none of us will be buying goods online.

IMO,

Brian