3SOF

CMGI Shows The Signs Of Life...
Buy the dips....don't chase.

CMGI shares jumped for the second straight session Thursday, up 26 cents, or 13.54%, to $2.18 @ a new 52-week high, in heavy trading. That's a nice gain, but a far cry from the company's stratospheric levels during the Internet bubble. It traded above $153 in January 2000 but was below $1 over the summer of 2006.

In the company's second quarter, which ended Jan. 31, sales gained a modest 1.9%, to $324.7 million from $318.8 million a year earlier, but CMGI went from a loss of $6.3 million to a net profit of $35.8 million, or 7 cents a share. Of particular interest to investors, the company's gross margin rose significantly, to 12.5% from 9.5% in the previous year, indicating it is increasing the profits it makes on each dollar of sales.

CMGI attributed that improvement to "strong volumes in Asia from certain higher-margin programs, improved work mix in the Americas and new business wins and productivity gains in Europe."

For the current financial year, CMGI said it expected sales of $1.0 billion, which would be a little less than the $1.1 billion of last year. But it expects its gross margin to improve from last year's 9.9%.


The way CMGI stock has been running harkens investors back to the days before the dot.com bubble burst at the dawn of the new millennium.
CMGI stock, a hot ticket in the late 1990s into early 2000, got a mega boost this week from a healthy earnings report, hopeful guidance and a positive news story.

About time...
One of thee few dot.com still around, and becoming profitable.......
CMGI is not the only Internet dinosaur whose shares are perking up. Internet Capital Group (nasdaq: ICGE), whose stock traded above $4,000 on a split-adjusted basis at the height of the Internet craze and as low as $3 thereafter, is now trading at about $10.70. Safeguard Scientifics (nyse: SFE), an $80 stock in 2000 and an 80-cent stock in 2002, has crept up to the $3 range amid improved prospects for its incubating holdings.

52wk Range: 0.98 - 1.98
Volume: 43,520,924
Avg Vol (3m): 8,156,610

Technicals
Record Price High
Most Actives
Percentage Gainer

Last Price Quote is:
23.08%above 13-day MA
41.55%above 50-day MA
RS Rating: 97  

Fundamentals
Key Data:
Market Cap (M): $520.55  
P/E Ratio: 21.53  
PEG Ratio: N/A  
Next Earnings: N/A
Last Analyst Rating: Buy

Stayed in thru the weekend, hopefully the market holds and or News of some kind........upgrade etc, would be nice.

Price follows volume........we'll see.

23-Mar-07 2.25 2.30 2.12 2.20 51,362,800 2.20
22-Mar-07 1.97 2.20 1.97 2.18 43,892,000 2.18
21-Mar-07 1.92 1.96 1.88 1.92 22,771,800 1.92
20-Mar-07 1.82 1.88 1.77 1.85 14,556,700 1.85
19-Mar-07 1.91 1.93 1.81 1.83 16,722,500 1.83
16-Mar-07 1.93 1.98 1.86 1.88 26,503,700 1.88

Really high volume yesterday and a positive close. CNBC is all over this thing for those of you that havent seen any of the coverage.

Analyst last night said it could be 3 bucks within the next few days.

Thoughts?

A Dot.Com Flameout "Catches Fire Again !"
Will CMGI be the perfect turnaround story of 2007?
Great financials.......Way undervalued vs peers.
in recent quarters CMGI shows promise with approximately 100M in annual profit consistently, NO debt and an interesting shift into the biofuels and up-coming needs sectors.


From Barrons 3-26-06

After a 66% jump this year in CMGI shares, is there any upside left? We think so. CMGI may be a cheap bet that there's value in the electronics supply chain. With $1 billion in sales over the past 12 months, $275 million of cash and $2 billion of net operating tax-loss carry-forwards, the company may even be an attractive take-out target for freight giants such as FedEx (FDX) or United Parcel Service (UPS).

"As [CMGI] improves its gross profit and operating profit, this is a business whose sales can rise by 20% or more a year," says Stimson.

What's more, CMGI still invests in young companies, which nowadays consist of alternative-energy start-ups. And proceeds from selling companies in its portfolio continue to be a big contributor to cash flow from quarter to quarter.

52wk Range: 0.98 - 2.30
Volume: 56,446,548................
Avg Vol (3m): 9,676,680

Technicals
Record Price High............
Most Actives
Percentage Gainer
MACD is Bullish
Stochastic is Bullish

Last Price Quote is:
32.80%above 13-day MA
57.23%above 50-day MA
RS Rating: 98 

Fundamentals
Key Data:
Market Cap (M): $520.55 
P/E Ratio: 21.53 
PEG Ratio: N/A 
Next Earnings: N/A
Last Analyst Rating: Buy

This company knows how to make money.......

This one is on Fire.................

Sold entire position at the close............Will watch closely tomorrow, will buy back on a pullback of approx .10-.15 cents........... she looks good............

Price follows Volume....................

26-Mar-07 2.26 2.50 2.23 2.49 60,146,900 2.49
23-Mar-07 2.25 2.30 2.12 2.20 51,362,800 2.20
22-Mar-07 1.97 2.20 1.97 2.18 43,892,000 2.18
21-Mar-07 1.92 1.96 1.88 1.92 22,771,800 1.92
20-Mar-07 1.82 1.88 1.77 1.85 14,556,700 1.85
19-Mar-07 1.91 1.93 1.81 1.83 16,722,500 1.83
16-Mar-07 1.93 1.98 1.86 1.88 26,503,700 1.88
15-Mar-07 1.81 1.94 1.80 1.92 25,274,400 1.92
14-Mar-07 1.74 1.80 1.72 1.80 9,905,800 1.80

Good buying opportunity right here at $2.05, on the dip I believe............Jumped back in.

Might run a tight stop tomorrow, we need Volume in order to break $2.20..........

Press Release Source: ModusLink Corporation


ModusLink Corporation Acquires Full Ownership of Joint Venture in Japan
Monday April 2, 4:45 pm ET 
Acquisition Strengthens Company's Global Footprint and Enhances Support to the Japanese Market


WALTHAM, Mass.--(BUSINESS WIRE)--ModusLink Corporation, a subsidiary of CMGI, Inc. (NASDAQ: CMGI - News) and leading provider of global supply chain management solutions, today announced that it has acquired full ownership of its Japan-based joint venture from Sasatoku Printing, which previously held a 60% interest in the entity. ModusLink Japan has been operating as a joint venture, with a full-service solution center in Kanagawa and a regional headquarters in Tokyo, for more than 8 years. Terms of the transaction were not disclosed.


This acquisition strengthens ModusLink's global presence, while providing it with the ability to provide stronger, broader and more robust solutions both within the Japanese market and to Japan-based customers looking to strengthen their supply chain globally. Further, an essential element of ModusLink's business strategy has been to focus on key vertical markets, such as consumer electronics, storage and communications, in each of which Japanese companies play a leading role.

"Japan is an important market for ModusLink given that it is home to many of the world's most significant technology companies," said Joseph C. Lawler, Chairman, President and Chief Executive Officer of CMGI, Inc. "This acquisition will provide ModusLink with the operational control needed to effectively apply its best practices and leverages its infrastructure to one of the most attractive markets for supply chain services. It also demonstrates the Company's commitment to growing its business and fully extending its services in Japan and with Japan-based brands."

Eric Kaufman, formerly ModusLink's Vice President of Client Solutions for the Americas region, has been appointed to the position of President of ModusLink Japan. Kaufman has more than two decades of experience working in the supply chain space.

"I am pleased to be a part of this important region within ModusLink's global operations," said Mr. Kaufman. "I look forward to the opportunity to apply my knowledge of ModusLink's broad solution set and experience with our customers in all regions to grow our business and help local companies effectively optimize their global supply chains."

About ModusLink

ModusLink Corporation is a leading provider of global, end-to-end supply chain management solutions. The company provides technology clients in the software, computing, consumer electronics, storage and communications markets with customized supply chain solutions that improve time-to-market, productivity and customer satisfaction while reducing risk and cost. ModusLink's services include consulting and planning, sourcing and supply base management, manufacturing and product configuration, fulfillment, logistics management, e-commerce and the complete range of aftermarket services. With 36 facilities in 13 countries, ModusLink has the largest global footprint in its industry. The company is headquartered in Waltham, Massachusetts and is a subsidiary of CMGI, Inc. (Nasdaq: CMGI - News). For additional information, see www.moduslink.com.

About CMGI

CMGI, Inc. (NASDAQ: CMGI - News), through its subsidiary ModusLink, provides industry-leading global supply chain management services and solutions that help businesses market, sell and distribute their products around the world. In addition, CMGI's venture capital business, @Ventures, invests in a variety of technology ventures. For additional information, see www.cmgi.com.

This release contains forward-looking statements, which address a variety of subjects including, for example, the expected benefits of the acquisition of the remainder of the joint venture and the prospects for growth of ModusLink's business generally and ModusLink Japan's business in particular. The following important factors and uncertainties, among others, could cause actual results to differ materially from those described in these forward-looking statements: ModusLink's success depends on its ability to execute on its business strategy and the continued and increased demand for and market acceptance of its solutions and services; ModusLink may not be able to expand its operations in accordance with its business strategy; ModusLink may experience difficulties integrating technologies, operations and personnel in accordance with its business strategy; ModusLink derives a significant portion of its revenue from a small number of customers and the loss of any of those customers would significantly damage its financial condition and results of operations; increased competition and technological changes in the markets in which ModusLink competes; and risks associated with international operations, including an expanded presence in Japan. ModusLink represents a significant percentage of CMGI's operations and the occurrence of any of the foregoing factors may have an adverse effect on CMGI's results of operations and financial results. 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 Annual Report on Form 10-K and Quarterly Report on Form 10-Q. Forward-looking statements represent management's current expectations and are inherently uncertain. We do not undertake any obligation to update forward-looking statements made by us.


Contact:
Investors-Financial:
CMGI, Inc.
Pat Sturdevant, 781-663-5012
[email protected]
or
Media:
ModusLink Corporation
Christine Pothier, 781-663-5080
Marketing Communications Manager
[email protected]

--------------------------------------------------------------------------------
Source: ModusLink Corporation

This is a Gift!
Since it came public. It's gone from nosebleed.....to 6 feet under. Never ever imagined I could buy it so cheap!

Quote from: setravis on March 26, 2007, 06:06:00 PM
A Dot.Com Flameout "Catches Fire Again !"
Will CMGI be the perfect turnaround story of 2007?
Great financials.......Way undervalued vs peers.
in recent quarters CMGI shows promise with approximately 100M in annual profit consistently, NO debt and an interesting shift into the biofuels and up-coming needs sectors.


From Barrons 3-26-06

After a 66% jump this year in CMGI shares, is there any upside left? We think so. CMGI may be a cheap bet that there's value in the electronics supply chain. With $1 billion in sales over the past 12 months, $275 million of cash and $2 billion of net operating tax-loss carry-forwards, the company may even be an attractive take-out target for freight giants such as FedEx (FDX) or United Parcel Service (UPS).

"As [CMGI] improves its gross profit and operating profit, this is a business whose sales can rise by 20% or more a year," says Stimson.

What's more, CMGI still invests in young companies, which nowadays consist of alternative-energy start-ups. And proceeds from selling companies in its portfolio continue to be a big contributor to cash flow from quarter to quarter.


This company knows how to make money.......

Still Holding.......
I'm keeping my CMGI for the long term!
This just may be the best Buy I ever made! $% 

Support @ $2.29...2.11...1.96
Resistance @ $2.44...2.49...2.58

52wk Range: 0.98 - 2.50
Volume: 11,220,770
Avg Vol (3m): 16,190,200

Technicals
Most Actives
Stochastic - Bullish

Last Price Quote is:
5.10%above 13-day MA
13.88%above 50-day MA
RS Rating: 98 

Fundamentals
Key Data:
Market Cap (M): $1,105.91 
P/E Ratio: 15.22 
PEG Ratio: N/A 
Next Earnings: 06/11/2007
Last Analyst Rating: Buy

Looks good on CMGI for sure. "Top 100 performer"

http://biz.yahoo.com/bw/070524/20070524005437.html?.v=1

uc.

Press Release Source: CMGI, Inc.


CMGI to Report Fiscal 2007 Third Quarter Financial Results


WALTHAM, Mass.--(BUSINESS WIRE)--CMGI, Inc. (Nasdaq: CMGI - News) will release financial results for its third fiscal quarter of fiscal year 2007, ended April 30, 2007, on Tuesday, June 5, 2007, after the market closes.


Following the release, CMGI management will host a conference call to discuss the results. The conference call will begin at 5:00 p.m. Eastern Time. The conference call is open to all interested parties and will be hosted by Chairman, President and Chief Executive Officer, Joseph C. Lawler, and Chief Financial Officer, Steven G. Crane. A live webcast of the call will be available on the Investor Relations section of the Company's web site.

WHAT:

Q3 Fiscal Year 2007 Financial Results Conference Call and Webcast

WHEN:

Tuesday, June 5, 2007 at 5:00 p.m. Eastern Time

DIAL-IN:

U.S. callers: 1-888-398-1687

International callers: 1-210-839-8501

Conference Passcode: CMGI

WEBCAST

Investors can listen to the conference call on the Internet at www.cmgi.com/investor. To listen to the live call, go to the web site at least 15 minutes prior to the start time to download and install the necessary audio software.

About CMGI

CMGI, Inc. (Nasdaq: CMGI - News), through its subsidiary, ModusLink, provides industry-leading global supply chain management services and solutions that help businesses market, sell and distribute their products around the world. In addition, CMGI's venture capital business, @Ventures, invests in a variety of technology ventures. For additional information, see www.cmgi.com.


Contact:
CMGI, Inc.
Investors-Financial:
Steven G. Crane, 781-663-5012
Chief Financial Officer
[email protected]
or
Media:
Christine Pothier, 781-663-5080
Marketing Communications Manager
[email protected]
or
Financial Dynamics
Bob Joyce, 617-747-3620
Business Communications
[email protected]

--------------------------------------------------------------------------------
Source: CMGI, Inc.

Ready for some more...stay tuned !


52wk Range: 0.98 - 2.50
Volume: 11,568,446
Avg Vol (3m): 16,265,500

Technicals
Most Actives

Last Price Quote is:
6.38%above 13-day MA
15.02%above 50-day MA
RS Rating: 98 

Fundamentals
Earnings Expected on Jun 5

Key Data:
Market Cap (M): $1,159.51 
P/E Ratio: 15.96 
PEG Ratio: N/A 
Next Earnings: 06/05/2007
Last Analyst Rating: Buy

I expect CMGI to go up substantially next week. The company will report 4Q and FY 2007 earnings  on Tuesday and I believe the stock will go up because guidance going forward will be strong based on the recent contracts won. CMGI is profitable with 60c/share cash, 5c/share debt, and trading at 0.7 P/S and about 10 forward P/E.

Furthermore, CMGI posted a loss for 4Q 2006 and I expect them to post a profit on Tuesday for 4Q 2007. FY 2007 net income will be 4 times higher than for 2006.

teccnically, CMGI's chart look very bullish.