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


To: Muhney who wrote (5736)3/11/1999 7:05:00 PM
From: LWolf  Read Replies (3) | Respond to of 19700
 
Finally... DW... is getting a chance to speak about the future of the internet... the accelleration of e-commerce for retail and business, and the number of application they receive monthly for venture capitalist funding... AMAZING!!! No wonder he's talking about them being at an inflection point!



To: Muhney who wrote (5736)3/11/1999 7:12:00 PM
From: Muhney  Read Replies (2) | Respond to of 19700
 
Miles is a sharp cookie.
He has asked the best questions.
Must be a fellow CFA.

Muhney



To: Muhney who wrote (5736)3/11/1999 7:39:00 PM
From: B. A. Marlow  Read Replies (1) | Respond to of 19700
 
You folks seem pretty cynical. Relax.

Listening to an $8.4B CMGI's conference call, I'm convinced this company will soon be worth $50B. This firm is larger than life, and *much more powerful* than anyone imagines. In fact, what CMGI's got going is awesome and unprecedented. But hey, it's way, way too much for Wall Street to comprehend. You can understand that...

Management did a good job, especially with a surprisingly ignorant group of analysts and private investors. Interestingly, one individual investor outshone almost all of the pros, and elicited a more useful response from David W. regarding a prospective stock split than the three previous times the question was raised.

Cheer up. The "next" AOL, CSCO, DELL or MSFT? Nah, they were the "last" CMGI.

BAM

P.S. Management comments to the contrary notwithstanding, a stock split looks imminent and will be 3:1. (It's apparent that the authorized shares need to be increased.)



To: Muhney who wrote (5736)3/11/1999 8:40:00 PM
From: GrokSoup  Respond to of 19700
 
Couldn't agree more. What sort of Wild, Wild West show was CMGi trying to stage? While it's nice to see retail investors brought onto the call, most of their questions were silly, the sort of thing that would have had me groaning in my office back in my analyst days.

If conference calls are to remain useful, and if we're really to take them out of the hands of analysts and their ilk, there needs to be a better way of pre-qualifying callers.

P.