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

To: McNabb Brothers who wrote (8759)5/26/1999 10:55:00 AM
From: Craig Rogers  Respond to of 19700
 
hey we are looking stronger. Who knows, we may rally today.



To: McNabb Brothers who wrote (8759)5/26/1999 10:55:00 AM
From: Tech Bull  Respond to of 19700
 
Look at current internet PE's ...
AMZN n/a (no profit)
YHOO 1394
AOL 225 ("blue chip")
CMGI 127

per yahoo.

One argument for this bust is the PE's of internet stocks are too high. For a high-growth area, 127 is not totally out of line - the others are.



To: McNabb Brothers who wrote (8759)5/26/1999 10:58:00 AM
From: bargainman  Read Replies (1) | Respond to of 19700
 
McNabbs -- we've been over and over this subject. The net asset value of all CMGI holdings is only part of the value equation. You must also price the value of the organization that produces the string of internet winners. Otherwise its like saying that a tree is worth only the value of it's fruit. Ultimately, the market decides value whether we agree or not.


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