To: Millionairess who wrote (6418 ) 3/20/1999 7:42:00 PM From: George Martin Read Replies (2) | Respond to of 19700
Millionairess - Thank for the excellent summary and overview of what's on the IPO horizon -- some good things are definitely coming along. Thank you also for your link to Blaxxun -- good to check out. Blaxxun I guess comes from 'Black Sun'? Apparently to be listed on the DAX. **OT**Your reference to EXDS, NSOL, BCST, RNWK and DCLK is celestial music to my ears. I hold and enjoy all and in particular the performance of NSOL, RNWK, and DCLK the past 2 weeks all have been pleasantly stunning. IMO: Dominant players / prospects in broadband-based features (BCST and RNWK) and traffic (NSOL, EXDS, DCLK) will continue to excel. (FWIW I would put INKT at the same level and consider INSP as another to be included a notch or two below and would also consider both LT holdings / accumulate on dips. IMO, of course, always recommend DD) Multi-media portal should be very exciting. Wonder what's in store. Interesting point about ACTIVERSE: ICQ / AOL Instant Messenger -- in DW's term's, is this the most "viral" internet activity ? Obviously, DW's strategic planning continuously adapts to the evolution of the internet. Also, we hear so many times, 'things have been good, but we're just in the second or third inning....' Sometimes it's true and sometimes it's not. In CMGi's case, despite the meteoric rise of the last 12 to 15 months in particular, IMO I do believe we really are in only the second or third inning and the CUMULATIVE GEOMETRIC PROGRESSSION of incubator IPO hatchings has a long way to go to full maturity and effect -- a lot of chickens yet to be plucked ! Finally, with regard to extending the reach of CMGi even further, it will be interesing to see if the discussions about starting an @Ventures IV fund with some global focus moves forward. About a week ago or so, there was some commentary about this by BB-RS, I believe. Sorry I don't have the link. Thanks again and good luck -- George Martin