Die Quartalszahlen von CMGI - 500 Beiträge pro Seite

[wescha]

kommen am 12.6 weiß jemand wie sie ausfallen sollen?
postet was ihr wisst kursziele wären auch interessant


gruß wescha

[Bulle Benny]

Seruvs wescha!

Wenn du erst gerade eingestiegen bist verkaufe deine Aktien so schnell sie möglich! Ich habe die Dinger nur weil ich zu spät ausgestiegen bin. Warum willst du wissen.
Hier sind 10 Punkte warum CMGI Zuzeit keine Chance hat.
1. Die Wirtschaft läuft schlecht! Werbeeinnahmen sinken, Benutzer gehen zurück (siehe Yahoo,Alta Vista,At Home)
2. 80% des Umsatzes macht CMGI durch Werbung
3. Viele große Beteidigungen laufen schlecht. NavSite z.B.
4. CMGI hat es nicht geschafft ihre Beitigungen richtig zu konzentieren (keine einzige Firma ist Marktführer)
5. Das Geld geht aus!
6. CMGI hat keine großen Partner wie Softbank. Die habe Partner wie Cisco,Sun und ko.
7. Keine einzige Firma von CMGI stellt irgendetwas her. Sie machen nur Dienstleistung (schlecht)
8. CMGI hat es nicht geschafft die Kosten zu senken.
9. Mitarbeiter werden zwar entlassen, nur sind das zu wenige
10. Das letzten Zahlen war scheiße. Bei einen Verlust von fast 8$ oder 2.5 Mrd. wird Cmgi es schwer habe überhaupt das vertrauen der Analysten und uns zu gewinnen. Auf Deutsch. Der Name CMGI ist nicht in sondern out. bzw. vertrauen verloren.

Deshalb würde ich für einen kauf abraten! Erst wenn die Wirtschaft wieder anzieht wird sich CMGI etwas erhollen, aber cmgi hat sehr viele Probleme! Kursziel. bis Sep. 8 Euro. Danach kommt es auf die Wirtschaft an. Zieht sie an, dann kann CMGI aber erst Jan.2002 wirder die 20 oder 30 Euro sehen. Kommt darauf an wie die Gewinne im Bezug auf Verluste sind. bis dann benny

[papermaker]

Whisper
Number: -$1.70 Earnings Date: 06-12-2001

sollten die Zahlen , was ich leider nicht glaube ,
in etwa eingehalten werden , wäre CMGI für mich
ein Kauf .

pp

[Bulle Benny]

Hallo Papermarker!

Sorry! CMGI ist für kein Kauf mehr. Der Kurs steht seit über 4 Monaten bei 5$. Das Hoch ist fast 14 Monate her, und es schaut so aus ob CMGI nicht einmal die 30$ sehen wird. Oder weist du wie die das schaffen sollen (Probleme). Langsam aber sicher wird das Geld weniger und alles was sie versuchen geht schief. Hoffe an ein Wunder nur ich sehe keines. Wie es aussieht ist der höhen Flug der Nasdaq 100 und den normalen lengst in stocken geraden. Wir brauchen wieder gute Nachrichten. Leider wird das noch bis 2002 (März) andauern. Ob CMGI bis dahin in dieser Form noch gibt ist sehr sehr ungewiss. Also bis bald benny

[papermaker]

Hallo Bulle Benny!

VISION : 12.06.2001 / -2,50 $$$

31.12.2001 - 25,00 $$$


pp

[Vlado14]

@papermaker
bin auch der Meinung.

[Brsenrenner]

Eigentlich können die Quartalszahlen doch nur besser ausfallen als die letzten findet ihr nicht???
Schlechter gehts wohl ja nicht mehr oder.
Werde meine Cmgi jedenfals nicht vor der Q3 Zahlen verkaufen.
Was meint Ihr???

[Himardi]

CMGI´s AltaVista verkündet Restrukturierung
--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)

Das Internetportal AltaVista, das sich mehrheitlich im Besitz von CMGI befindet, erklärte am Freitag, daß man seine Absatzstruktur in Europa etwas umgestalten werde. Diesem Reorganisationsprozeß würden auch einige Arbeitskräfte zum Opfer fallen, sagte ein Unternehmenssprecher (BoerseGo berichtete).

In erster Linie wolle man sein Geschäftsmodell besser auf die veränderten Wettbewerbsbedingungen umstellen. Man sei bestrebt, den Weg von einem reinen Internetportal zu einem erweiterten Websuchdienst zu finden.

Im Januar hatte das Unternehmen bereits seinen Börsengang aufgrund schwacher Marktbedingugnen verschoben, eine Woche später entließ man 25% seiner Belegschaft. Nach vier Wochen kam schließlich das Better Business Bureau, das AltaVista dafür kritisierte, daß man auf seinen Internetseiten keinen ausreichenden Kinderschutz eingerichtet hätte und sogenannte "adult-only"-Zonen zu leicht zu erreichen wären.

Mittlerweile sehe es auf dem europäischen Markt aber nicht so schlecht aus, versicherte man. Die Seiten liefen gut, zeigten einen regen Kundenverkehr und ein akzeptables Wachstum auf.

[Schwarzermilan]

Hi Leute,

kann mir jemand mitteilen, woher ich vor- und nachbörsliche USA-Aktienkurse erhalte. Wäre für ein paar Internetlinks sehr dankbar.
Ab wieviel Uhr MEZ erhält man überhaupt die Kurse.

Bis dann

Gruß

SM

[Himardi]

Hi Schwarzermilan,

versuchs mal mit:

Island.com

...dann US Kürzel eingeben und schon geht´s los.

[Schwarzermilan]

Vielen Dank Himardi

[wescha]

die zahlen sind da, "nur"38 cent minus nicht schlecht ,dem kurs hilfts nachbörslich bei 4,5$, mir solls recht sein


gruß wescha

[thebull 2]

@wescha
siehe denn anderen thread.
gruss
tb 2

[thebull 2]

Tuesday June 12, 4:30 pm Eastern Time

Press Release

CMGI Presents Financial Guidance for Fourth Quarter of Fiscal 2001

ANDOVER, Mass.--(BUSINESS WIRE)--June 12, 2001--In conjunction with its financial results for the third fiscal quarter
ended April 30, 2001 (see separate release), CMGI, Inc. (Nasdaq: CMGI - news), a leading Internet operating and development
company, today announced its projected financial results for the fourth quarter of its 2001 fiscal year (ending July 31, 2001).

The guidance detailed below will also be reviewed on the Company`s Q3 financial results conference call and webcast, to be held
today at 5 PM Eastern Time. For additional information and/or to participate in the webcast, visit the CMGI web site at:
http://www.cmgi.com/investors/investor_info_webcast.jhtml." target="_blank" rel="nofollow ugc noopener">http://www.cmgi.com/investors/investor_info_webcast.jhtml.

Financial Guidance for Q4 Fiscal 2001

Note: Recurring operating loss excludes restructuring charges, depreciation, and amortization of intangible assets and stock-based
compensation.

Consolidated CMGI

Q4 Consolidated Revenue: is expected to be $280 to $290 million.
Q4 Consolidated Gross Profit Margin: is expected to be 7% to 9%.
Q4 Consolidated Recurring Operating Loss: is projected to be

$120 to $130 million.
Weighted average shares outstanding for the fourth fiscal quarter is projected to be approximately 345 million.

eBusiness & Fulfillment

Segment Revenue: is expected to be $188 to $190 million in Q4.
Gross Profit Margin: is projected to be 8% to 10% in Q4.
Recurring Operating Loss: is projected to be $3 to $5 million in

Q4.

Search & Portals

Segment Revenue: is expected to be $28 to $30 million in Q4.
Gross Profit Margin: is projected to be 56% to 58% in Q4.
Recurring Operating Loss: is projected to be $12 to $15 million

in Q4.

Interactive Marketing

Segment Revenue: is expected to be $22 to $24 million in Q4.
Gross Profit Margin: is projected to be 25% to 27% in Q4.
Recurring Operating Loss: is projected to be $23 to $25 million

in Q4.

Internet Professional Services

Segment Revenue: is expected to be $12 to $14 million in Q4.
Gross Profit Margin: is expected to be 30% to 32% in Q4.
Recurring Operating Loss: is projected to be $1 to $3 million in

Q4.

Infrastructure and Enabling Technologies

Segment Revenue: is expected to be $29 to $31 million in Q4.
Gross Profit Margin: is expected to remain negative between $19 and $21 million in Q4.
Recurring Operating Loss: is projected to be $53 to $55 million in Q4.

About CMGI and @Ventures

CMGI, Inc. (Nasdaq: CMGI - news) is a leading global Internet operating and development company, including both CMGI operating businesses and synergistic
investments made through its venture capital affiliate, @Ventures. Companies in the CMGI network span a range of vertical market segments including search and
portals; infrastructure and enabling technologies; e-business and fulfillment; interactive marketing; and Internet professional services. CMGI leverages the
technologies, content and market reach of its extended network to foster rapid growth and industry leadership across the Internet Economy. Compaq, Pacific
Century CyberWorks and Sumitomo hold minority positions in CMGI.

CMGI`s majority-owned operating companies include Engage (Nasdaq: ENGA - news), NaviSite (Nasdaq: NAVI - news), Activate, AltaVista, CMGion,
Equilibrium, MyWay.com, NaviPath, SalesLink, Tallan, uBid and yesmail.com. @Ventures has ownership interests in 48 companies, with a focus on identifying,
investing in and developing emerging technology companies and eBusinesses.

CMGI`s corporate headquarters is located at 100 Brickstone Square, Andover, MA 01810. @Ventures has offices there, as well as at 3000 Alpine Road, Menlo
Park, CA 94028. For additional information, see http://www.cmgi.com and http://www.ventures.com.

This release contains forward-looking statements which address a variety of subjects including, for example, the expected growth and expansion of CMGI`s business
and operations, the expected financial results of CMGI and its segments and operating companies, the expected benefits resulting from CMGI`s segmentation
structure and restructuring efforts, the expected funding levels of @Ventures, the expected decrease in cash burn rate, and expected market conditions. All
statements other than statements of historical fact, including without limitation, those with respect to CMGI`s beliefs, projections, goals, plans and strategies set forth
herein are forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially from those
described in these forward-looking statements: CMGI`s success is dependent upon its ability to integrate its operating companies in accordance with its segment
strategy; CMGI`s success, including its ability to decrease its cash burn rate, improve its cash position and reach profitability, depends on its ability to execute on its
business strategy and the continued and increased demand for and market acceptance of CMGI`s and its operating companies` web sites and the Internet in general;
CMGI may experience difficulties integrating technologies, operations and personnel in accordance with its business strategy; and increased competition and
technological changes in the markets in which CMGI competes. For a detailed discussion of cautionary statements that may affect CMGI`s future results of
operations and financial results, please refer to CMGI`s filings with the Securities and Exchange Commission, including CMGI`s most recent Quarterly Report on
Form 10-Q.

Contact:

CMGI, Inc.
Andrew J. Hajducky III
EVP and Chief Financial Officer
[phone]
[e-mail]
or
Catherine Taylor
CMGI Investor Relations
[phone]
[e-mail]
or
John Stevens
CMGI Corporate Communications
[phone]
[e-mail]

gruss
tb 2

[massoud]

@ Schwarzermilan

Du hast ne Boardmail

Gruß
massoud

[robbe_III]

IMHO sind die Zahlen gut, der Trend ist da.
Mal sehen wie morgen die street reagiert!
GO CMGI !

[gewinnwarner]

CMGI Q3 loss more than doubles, cuts Q4 sales outlook

ANDOVER, MA (AFX) - CMGI Inc reported a third-quarter net loss of 963.276 mln usd, more than double its year-earlier loss of 428.039 mln usd, and warned that its upcoming fourth-quarter sales will come in lower than previously anticipated.

"Substantial progress has been made on refining our business model, but there is still more work to be done," chairman and chief executive officer David Wetherell said.

Excluding extraordinary charges, the company`s third-quarter recurring operating loss was 131.690 mln usd, improving from a loss of 176.863 mln in the same quarter a year ago.

Looking forward, CMGI puts its fourth-quarter recurring operating loss at 120-130 mln usd, with a gross margin of 7-9 pct.

On a per share basis, CMGI`s third-quarter loss per share before charges was 38 cents, narrower than a prior-quarter loss of 59 cents. Including charges, the company`s loss per share was 2.80 usd, sharply higher than the 1.53-usd a share loss reported a year earlier.

In the third quarter, sales were 300.963 mln usd, up from 233.144 mln. The company now, however, expects its fourth-quarter sales to come in at 280.0-290.0 mln usd -- lower than its earlier estimate that fourth-quarter sales could come in above 300.0 mln usd.

As analyst coverage of the once-high-flying internet incubator has faded, no fourth-quarter consensus estimates were available, with only one analyst reporting a full-year figure to First Call/Thomson Financial -- a loss of 5.11 usd per share.

mtp/lj Copyright 2001 AFX News Ltd.

[Lanzelotte]

Ausblick von CMGI enttäuscht.
Nachbörslich -10%.
"Der Trend ist da."

[Himardi]

CMGI senkt Ausblick, plant Verkauf von NaviPath

Nachdem die amerikanische Internetholding CMGI gestern ihre Zahlen für das abgelaufene Quartal präsentiert hatte, wurde daraufhin ein Ausblick auf das laufende vierte Fiskalquartal gegeben.
Der konsolidierte Umsatz im vierten Quartal soll zwischen 280 und 290 Millionen Dollar liegen, die konsolidierte Bruttomarge zwischen 7 und 9 Prozent und der konsolidierte operative Verlust bei 120-130 Millionen Dollar. Im Vorfeld ging das Unternehmen noch von einem Umsatz im vierten Quartal in Höhe von 300 Millionen Dollar aus.

Auf einer Pressekonferenz gab das Unternehmen bekannt, das Fiskaljahr 2001 mit 785 Millionen Dollar in Cash abzuschließen und die Burnrate im dritten Quartal auf rund 165 Millionen Dollar reduziert zu haben.

Wie CMGI Chairman David Wetherell darüber hinaus mitteilte, beabsichtigt das Unternehmen den Verkauf der Tochtergesellschaft NaviPath.

Nachdem die Aktie bei 4,14 Dollar schloss, wurden nachbörslich Kursverluste von 7% auf 3,85 Dollar verzeichnet

[Schwarzermilan]

hi massoud,

ich habe ne Boardmail? Was ist denn das?

[Himardi]

CMGI: Untergewichten (Delbrück Asset Management)
Die Analysten von Delbrück Asset Management raten, Aktien des IT-Spezialisten CMGI unterzugewichten. Sie gehen auch weiterhin nur von einer unterdurchschnittlichen Performance des Titels aus.

Das Unternehmen habe auch im dritten Quartal trotz weiterhin leicht steigender Umsätze erneut einen Verlust auswiesen müssen. Nach Ansicht der Analysten sei das lang geplante Erreichen der Gewinnschwelle immer noch nicht in Sicht. Sie behalten daher ihre Skepsis bei und bestätigen das Untergewichten-Rating.

[istoxx]

Ja Ja, wenn die Gewinnreihe anzieht dann Reduzieren.

[massoud]

Hallo Schwarzermilan

Unten im Monitorbild befindet sich ja Deine Dektopleiste.
Da oberhalb siehst Du von rechtsher die Uhrzeit und
das Datum,User Online,Freunde und jetzt kommts MAILS.
Hier mußt Du die 0 mit der Maus anclicken und Du kommst
ins Postfach.Dort wiederrum mußt Du die message anclicken.
Voila.

Gruß
massoud

[robbe_III]

A long winded post on CMGI.
CMGI, ENGA, and NAVI have gotten killed in the past few days. For some reason people really like to pick on CMGI a lot. The funny thing is these people have no idea what CMGI does. And I don`t think most of them know how to read a balance sheet either. Oh well.

A few highlights from the conference call. They reduced cash burn from $242 million in Q2 to $165 million in Q3. They reduced their operating loss from $191 million in Q2 to $131 million in Q3. That operating loss is expected to drop to $72-$78 million in Q1FY2002 and improve 20% each quarter there after. As of June 11 2001 CMGI had consolidated cash and cash equivalents of $785 million, $87 million in readily tradable securities, $171 million in public companies subject to lock-up agreements. In total they have over a billion in cash and publically trade securities. This amount doesn`t include the value of CMGI`s stock holding in ENGA and NAVI. They expect to exit FY2002 with $325 million in cash assuming no other divestitures are made. They have 12 quarters of cash left(up from 9 quarter in March), and will have more if they sell some companies(NAVI).

CMGI will survive for a long time, there is no question about that. But that doesn`t mean people should buy the stock. CMGI has cut their burn rate, sold off their struggling companies, cut operating losses, etc. But now they have to prove they can turn the companies that are left in the stable into productive and profitable organizations.

I will break down each segment. The loss figures I`m using don`t include one time charges such as restructuring, in-process research and development expenses, depreciation and amortization of intangible assets and stock-based compensation. The numbers I post are basically recurring losses. It doesn`t paint an accurate picture if you include the one time charges in the loss number. That is why I laugh when these reporters keep saying CMGI lost a billion dollars last quarter. In reality CMGI only lost $131 million.

eBusiness and Fulfillment segment:
This segment had $178 million in revenue and $3.6 million in losses last quarter. Clearly this segment is very close to breaking even. Hopefully it can reach that mark in the next 6 months. We all know uBid is doing great and is CMGI`s strongest company as of today. DW said uBid acutally hit a peak of revenue that they could put through their existing facility. Luckily, Saleslink built a new facility that increases uBids capacity by more than six fold.. uBid is now ramping up their inventory in Saleslink`s new state-of-the-art Memphis facility. DW said uBid has about $50 million in auction sales per month. That would equal about $150 million in revenue per quarter from uBid. So I assume Saleslink generated $28 million last quarter.

Search and Portal segment:
This segment had $37 million in revenue and $17.2 million in losses last quarter. Losses have been cut in half compared to the prior quarter. Either way you slice it Alta Vista and MyWay are very close to being profitable. I imagine Alta Vista is accounting for the majority of that $17.2 million loss(maybe $12-$14 million).

I don`t know if CMGI really needs MyWay, it isn`t generating a lot of revenue and I don`t think it will be a huge revenue generator in the future. CMGI should sell it and focus on Alta Vista.

I have been a little worried about Alta Vista, mainly because of competition from Google and Inktomi. Google is eating everybodies lunch in the consumer search portal side of the business. Their traffic is growing at a phenominal pace. I have used AV and Google. I like Google but you can`t narrow down your search options as much as you can with AV. AV is a real hardcore search engine. It has mainy features that Google just doesn`t have. Having said that, most people who search on the web are doing basic searches anyway. That is why Google has become so popular. But AV has also been more focused on it`s search software, I don`t think they are heavily focused on beating Google in the consumer search space. After all, ad revenue is terrible now, so AV is focused on their search software instead. AV has over 1,200 enterprise customers, Google only had 120 enterprise customers(as of the end of 2000). AV is much stronger in this area, but has serious competition from Inktomi. For the past few months I have been wondering what in the he11 AV was doing. I thought they have been sitting on their hands doing nothing to combate Google and Inktomi. But yesterday, to my delight, AV released news on two new products that they have been working on for 10 months. And let me say this, these new products could be huge for AV. If you haven`t read the press release I suggest you do so. The two new products are the AV Enterprise Search and AV Personal search. These products will allow companies to search through their corporate intranets. It can search through every single piece of corporate information, including email and hard drives. These products can sift through 30 different languages and more than 200 computer formats. The AV Enterprise Search product "supports employees inside the corporate firewall by enabling them to find information wherever it resides within company servers, regardless of data format." What company wouldn`t want this? That is why these two products could really put AV on top of the search software game. Check out these quotes:

"This could be a great product for many businesses," Dana Gardner, an analyst with the Aberdeen Group, told NewsFactor.

"The idea has been tried before," said Gardner, "but none of the earlier attempts was as powerful or as easy to use as AltaVista`s new product."

"Earlier products were offered by Autonomy Corporation (Nasdaq: AUTN - news), Verity (Nasdaq: VRTY - news) and Excaliber Technologies. Each one has been only moderately successful, coming up short on offering complete coverage."

Some people say this new software could invade peoples privacy(email, etc.). "AltaVista says it has already addressed the potential problems. According to the company, businesses can tailor the software so that certain areas of an office`s computing system would be off-limits."

Interactive Marketing segment:
This segment reported $30.3 million in revenue and $25.3 million in losses. Now ENGA just reported revenue of $25.4 million and $23.4 million in losses for their last quarter. What does this mean, well if my math is correct Yesmail generated about $5 million in revenue and $1.9 million in losses. That is extremely important because it is a given that ENGA will one day buy Yesmail. But it won`t happen until Yesmail becomes profitable, or at least I`m assuming it won`t until they become profitable. The last thing ENGA wants is more losses per quarter. That is why they didn`t buy Adforce.

Yesmail continues to grow it`s subscriber base. All they need to do is reach profitability and then ENGA will buy them. Yesmail is a very important peice of the puzzle for ENGA and I can`t wait until the two merge.

ENGA is struggling in it`s media business, but their software sales are increasing every quarter. This is important because the future for ENGA lies in their software not their media. Their software products are what separates them from DCLK, TFSM, etc. Their multichannel software suites look especially promising.

I wanted to adress one thing DW said during the conference call, and that was he felt the online ad market won`t rebound for about 3 more years. His main reasoning was by that time broadband will be more prevelant. I disagree, I think the online ad market will only take 1 year(maybe a little longer) to rebound. Some will wonder why CMGI is hanging onto ENGA if DW doesn`t think the online ad market will recover for 3 years. The reason is, like I said before, ENGA is focused on selling their marketing software. If ENGA didn`t have this part of their business I`m almost positive DW would have sold the company. But ENGA`s software is very promising, and they are already generating 50% of their revenue from software sales. Combine Yesmail with ENGA(once they are profitable) and you will have a very strong and viable company.

Internet Professional Services segment:
This segment reported $21 million in revenue and $712,000 in losses. Tallan seemed to have a tough quarter in terms of sales. They also dipped into the red last quarter. I like Tallan, it is a solid company. But I don`t think it will be growing like a weed in the coming years. That is why I wish DW would start purchasing some other companies in this segment and merge them with Tallan. I have stated before that PXCM would have been a great acquisition, but somebody just bought them last month. Maybe Tallan could buy Molecluar(a CMGI @venture investment). Molecular is profitable and generating nice revenue. Anyway, I like this segment of CMGI`s business and I hope they keep it. Technical based consultants will definetely be needed in the future. I just feel that this segment is a little weak right now. An acquisition should be made to beef it up.

Infrastructure and Enabling Technologies
This segment reported $34.6 million in revenue and $62 million in losses. NAVI had $26.2 million in revenue and $29.3 million in losses in their most recent quarter. That means the other companies in this segment(Activate, Equilibrium. CMGion, and NaviPath) generated an appalling $8.4 million in revenue and $32.7 million in losses. I`m glad DW is dumping most of these. All of those listed(expect for CMGion) should be CMGI @venture investments, not majority owned companies. DW hasn`t said anything about Equilibrium but I think they are the next company to be sold or shutdown. One thing that disappointed me was DW didn`t mention anything about CMGion. That could be positive or negative depending on how you look at it. On the positive aspect, not mentioning it means they are still keeping very quite about it. And you would think if it was a bust they would have already thrown in the towel by now. Plus somebody said CMGion had job listings on Monster.com. I think the company will launch very soon, whether it is successful or not is another story.

NAVI seems to be doing well in this tough environment. Their revenue has stabalized and they are reducing their losses. I wish DW would hold on to NAVI but I understand why he is selling it. NAVI will never catch EXDS, and most of NAVI`s competitors have been acquired. So it will be hard for CMGI to build up NAVI through acquisitions. Plus, even though NAVI is reducing their losses it`s not happening fast enough. Once revenue growth picks up those losses will fall dramatically but who knows how long it will take for that to happen. I`m also wondering if CMGI will get a fair price for NAVI, I don`t think they will. Not many companies want to acquire a company that is losing about $26-$28 million per quarter. While EXDS would love to have NAVI, I don`t know if they are willing to take on those losses.

This brings me to my last comment on this segment. If they do sell NAVI and the other companies in this segment, will CMGion be the only one left?

@ventures segments:
Not much happening in this segment. CMGI is trying to reduce burn so I don`t think this segment will see too much action in the next six months. They made some follow up investments in the quarter but the amount invested was only a few million.

Like I said before, CMGI won`t be closing it`s doors anytime in the next 3 years. They will be around long after the market and economy have rebounded. The question is can they turn this company into a cash generating machine or will they just tread water for the next few years. BTW, if CMGI does get some cash from NAVI and sells or shuts down all of the companies in the infrastructure segment(except CMGion), their burn rate will fall dramatically. They won`t need all of that cash. Strategic acquisitions maybe(build up Tallan, etc.)?

In conclusion, CMGI seems to be focusing on a core group of companies. They are ENGA, uBid, Alta Vista, Yesmail, Saleslink, and Tallan. I guess we can throw CMGion in that list. I didn`t include MyWay and Equilibrium because I think those two will be sold off in the next few quarters. Yesmail, Tallan, Saleslink, and uBid are all extremely close to breaking even(roughly $1-$3 million in losses per quarter for each of them). ENGA and AV are focusing heavily on high margin software which should get them to profitability very fast. ENGA, uBid, Alta Vista, Yesmail, Saleslink, and Tallan acounted for almost all of CMGI`s revenue last quarter(roughly 90%) yet only accounted for about a third of CMGI`s total operating loss. I say those companies listed had total recurring operating losses of about $45 million last quarter. So it makes perfect sense to focus only on those companies.

I also hope CMGI will look to make strategic acquisitions to build up some of those companies. Of course they will only buy profitable companies now. Add in to the mix CMGI`s continued focus on their @venture investment portfolio and this will be one big-bad-motherf#cking company once the dust settles. Sorry for the harsh language, I just got so excited.lol

I hope everybody has a safe and happy Summer!