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: RLM who wrote (8029)	5/9/1999 1:37:00 AM
From: Urlman	Respond to of 19700

"six degrees" CMGI will be a major stockholder of Yahoo through Geocities ... Broadcast.com will also be a part owned by CMGI because it is being bought by Yahoo which CMGi will have a significant stake in ... Yahoo is also starting a new web radio thingamabob ...and CMGI is starting a major media compay through a 100 Million Dollar cash infusion and already owns Magnitude Network magnitudenetwork.com .................. Now VCST has Joe Autem from Broadcast.com ....soon to be Yahoo (which CMGI will have a major stake in) on it's board of directors viewcast.com BTW RLM GOOOOOD MORNING!!! http://www.killpopradio.com/morning.rm

To: RLM who wrote (8029)	5/9/1999 12:20:00 PM
From: George Martin	Read Replies (1) \| Respond to of 19700

RLM - Thanks for comments. Re: CMGI, in addition to the "usual" internet volatility, I think the relatively small float on CMGI really accentuates the whipsaw effects. Expecting the next split (or two !) may really help this. Don't expect same rate of exponential growth going forward from here either -- not compared to meteoric rise since 10/98. **OT, re: AOL and cable vs. DSL issue. A lot of good commentary, links on AOL thread. Would recommend following article: Dell "White Paper" on Home Networking; link posted by some one on Steve Harmon thread. Good discussion of DSL - cable - wireless high speed internet access: dell.com FWIW, I posted my thoughts on AOL. For me, bottom line AOL will do well with DSL, wireless, AOL Anywhere strategy and the T - ATHM / Roadrunner food chain will do well, too. IMO, both DSL and cable have some slight pro's and con's -- none on the magnitude to command dominance. (I hold extensive positions on "both sides and feel the broadband investment strategy is compelling forward -- going through the entire sequence from chips, suppliers, fiberoptics, the pipes, to content/portals). IMO, the major thing will be who is the first to reach mass market availability: if RBOC's ramp up, they could get the edge (expecting Bell Atlantic Infospeed here June/July). Don't see too many people switching after signing up for their first high bandwidth connection -- except for cable modem users in high traffic areas who come to experience substantial slowdowns as new larger numbers of subscribers are signed on to the same line. Good luck - George Martin