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To: TheStockFairy who wrote (42914)5/25/1999 5:07:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 86076
 
Oh sorry fairy. One mans trash is another mans house. Just look at where LT lives. Ever heard of shabby chic?

But anyway strong buy recommendations have nothing to do with what I consider trash. If it is overvalued by some colossal margin (and as an internet bull I am way more lenient than you guys here) then I call it trash. For example take priceline.... on everybodys analyst recommendation list. But it is the most overvalued play in the industry and I don't buy that "patented business model" baloney. And with regards to CMGI I can't think of a single top-tier offering they have in their portfolio. Silknet and msgi are recent spinoofs... oh I mean spinoffs... actually Amazon has a stronger VC portfolio with drugstore.com and homegrocer than cmgi. Anyway thats jmo.