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No. of Recommendations: 3
I think you are somewhat remiss in not including CMGI, as it is poised to be the premiere internet company coming up. Here are an excellent series of posts by Phileo that do an excellent job trying to ascertain CMGI's ever-nebulous value. The valuation numbers provide a very convincing argument as to CMGI's stake in the whole internet scheme of things.

Part I

Part II

Part III

disclosure: phil is waiting to re-enter CMGI
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