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

To: Frank Ellis Morris who wrote (6840)4/8/1999 4:59:00 PM
From: stockman_scott  Respond to of 19700
 
Frank: I have been wondering about that recently. I may have to do something with my large block of DELL. Recently I have had a nice run with CMGI and MCNS.

I think DELL will have its day but I'll watch earnings closely. I'll always own DELL ---the question is how much? There is an opportunity cost to having over 40% of a portfolio outside the internet sector <ggg>!!

Regards,

Scott


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