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No. of Recommendations: 0
Not knowing better at the time, I too previously recommended CMGI. After realizing that posters to this board (such as Bruce Brown) are extremely knowledgable and being informed that CMGI is not a Gorilla, I repented and did three things: (1) I sold CMGI (incidentally, CDO may be a better buy if you like this sort of thing), (2) I went over the book and am trying to sleep on it (incidentally, I have come to like the vivid metaphors which actually give a better "feel" of what the stock is like), and (3) I bought certified gorillas Siebel Systems (SEBL) and Gemstar (GMST). I hope "Ten stocks to rule the world" becomes a regular and recurring feature of this board which is extremely valuable to all. Thank you.
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