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

To: PAL who wrote (8425)	5/19/1999 10:12:00 PM
From: George Martin	Respond to of 19700

Paul, Thanks for comments. Interesting scenario with Dell -- that would be a blockbuster deal ! As you note, GTW deal not exclusive and to large extent markets are distinct -- consumer vs. business. (BTW, I thought the market didn't fully appreciate significance of the GTW affiliation, as a step into a new arena and reflecting CMGI's perceived stature from the point of view of the "established" retail computer market. Noteworthy that the deal was done with CMGI, not Lycos per se.) <<Less absurdly overpriced than Yahoo>> Well put !! I am also YHOO shareholder (my #3 holding but substantially below my positions in CMGI and AOL) but every time I see Steve Harmon's interesting "user - valuation model" for the portals, I flinch as YHOO is totally off the charts ! Agree also that many Lycos individual properties may be not fully appreciated for niche significance -- Tripod and Wired properties among them. For me still the big kicker would to see how things would unfold with CMGI morphing into a premier operating company / internet conglomerate while maintaining and utilizing its VC incubator IPO stream. Thanks and good luck - George