message continued: 6. InfoMation builds best of breed products which, using sophisticated filtering, sharing and publication mechanisms, solve the problem of information overload for corporations. Revenue is unkown.
7. CMG Direct is a leading supplier of direct response, college and educational mailing lists. It had $9 million in sales last year.
8. SalesLink serves clients in diverse industries by providing data processing, telemarketing, fulfilling literature orders. It had $12 million in sales for the past 12 months.
CMGIs reported sales for the past 12 months is $77 million, an increase of 150%. With capitalization of $210 million ($21 X 10 million shares), it is trading at approximately 2.5 times its sales. That is a very low ratio for a company that invests in companies in an entirely new and potentially very profitable industry, growing at a 30% to 50% annually. I am looking to earn a return in excess of 25% annually in this investment for the next thirty-six months. Again, the risk in investing in this company might be high. Do your own homework before investing.
Where is PlanetDirect headed? I like the concept of PlanetDirect... because I think that eventually most internet communication will be local (or for local access). But, I am not excited that PlanetDirect is getting that local content out in force.
I saw PlanetDirect as a net equivalent to AOL, but it seems that the AOL model is winning and PlanetDirect is not catching on.
It seems that CMGI should be focused on Lycos and maximizing the content there...
I don't see the focus... just alot in internet start-ups companies... mostly profitable, but not interacting with each other. With the possible exception that PlanetDirect has incorporated Lycos on the PlanetDirect page.