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


To: neverenough who wrote (8468)5/22/1999 7:37:00 AM
From: blankmind  Respond to of 19700
 
- I love CMGI but please compare it to PTEK.

- PTEK just added about $13 a share to its book value with its 12% stake in Healtheon-WebMD (HLTH); and has several more ipo's. And PTEK trades under $20.

- More importantly, PTEK's core business does $500 mill a year in revenues; is cash flow positive; and the HLTH merger will further strenthen the core business. As PTEK is WebPC's sole distributor of communications & its Orchestrate product.

- MSFT has invested $300 mill or so; & Dupont about $200 mill in HLTH.

- as I love both CMGI & PTEK - I'll gladly field any questions on this board or PTEK's. Thanks.