Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave Dickerson who wrote (7544)	4/26/1999 6:08:00 PM
From: Bretsky	Read Replies (1) \| Respond to of 19700

Hey Dave, Nice to see ya in here again. I think you're pretty close to retiring !! I bought CMGI for the first time @212 and I'm already happy. Out of curiosity, and I apologize in advance to the thread for mentioning another stock, but I'm curious if your view is still as strong on TLAB's after their earnings. Things look very healthy to me; just curious as to your views. Best Regards, Brett

To: Dave Dickerson who wrote (7544)	4/27/1999 1:49:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 19700

Hi Dave: I've followed you for a long time, first on the tlab thread and now here. congrats on this pick, by the way. it certainly has served me fabulously this past year. I am interested in knowing more about your investment style. You seem to be very concentrated in just a few stocks: cmgi, tlab, and ? When you bought your cmgi, what did you liquidate to do so? And why? My style is this: I only invest in inet stocks, hold many long term, especially given the tax ramifications of selling them. I invest in those that look good to me. The result is that I have about 15 in my portfolio, so I am more diversified in that respect. TIA. Rob Long since 5/98, 1000 sh.