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To: Keith J who wrote (1912)3/18/1999 12:02:00 PM
From: PeterBurgess  Respond to of 2439
 
briefing.com

...
Portals as Ecommerce Engines Will Likely Never Be Measured

The value of portals was built on the premise that their traffic can be converted to customers who buy
things. But now that they are all being acquired, this premise will never be tested in the market. Portal
revenues will be buried within the earnings reports of larger companies.

Every stockholder in a portal being acquired should consider themselves lucky. They are being paid in full
without having to fulfill the promise of future revenues. That task will be left to the acquiring companies.



To: Keith J who wrote (1912)3/18/1999 12:05:00 PM
From: Alex Mt  Read Replies (1) | Respond to of 2439
 
I heard that the Shareholders meeting will be in July. That mould mean no significant increase until then unless something changes. JMO



To: Keith J who wrote (1912)3/18/1999 5:23:00 PM
From: Jenne  Respond to of 2439
 
So.. CMGI will continue down? Its showing weakness despite the split rise.