MLNK

[setravis]

Price/Volume action...
Speculative,but the base is in.
Set a tight stop and roll the dice

[David Randolph]

... for CMGI to rise. It certainly deserves a speculative buy.

[AussieTrader]

Nice find Setravis, great trendline break as David has shown, good volume Friday on a low volume pre Holiday weekend should set up Tuesday follow through, some resistance in the mid $2.30's, but not too much vol tied up in that, it will need to take out that area though to break the lower highs trend. Added to my candidates list thanks.
Mike

[Wally123]

I agree.  This is a nice long.

[setravis]

Thanks....I rolled the dice on it also.
As did David of 3stocksonfire.
turned out to be a nice play.....
This is a great bunch of stock pickers we got here....
Power to 3stocksonfire.....good luck members in all your trades!!

[setravis]

Thanks for the post mek.
David,CMGI......looking good earnings came out.


http://www.stockhouse.com/news/news.asp?newsid=2796262&tick=CMGI

[Melf Elf]

CMGI is up 9% today on big volume.  I haven't seen any news.  It was doing fine until earnings disappointed, but it held the up trendline, and has been trading sideways since. 

I like the turnaround story of this stock, which has to be the Poster Child for the internet disaster.  This was the "internet incubator" stock.  CMGI now is into Supply Chain Management and Logistics Software.

It's currently 2.06 BID ... 2.06 ASK, up $0.14.  I wonder if it will show up on David's volume filter tonight.

EDIT: 2.06 BID, not 3.06 BID.  Sorry.

[setravis]

Breakout from this base,good strong volume.

[Melf Elf]

Breakout from this base,good strong volume.

Yeah, it's been in a tight range since the June 6 earnings disappointment.  Why would anyone be disappointed?  They should be thrilled that this company survived 

I bought CMGI at $1.98 on June 7, on the gap down from $2.27.  $1.98 was a gap fill from the May 26 gap up. Yesterday's rally might only have been the MOMO boys jumping in when they saw the stock crossing the psychological $2.00.  We'll see.  In the meantime, I'm glad to be in the black on this one,  by a few pennies.     Chart looks okay.

[setravis]

Are we ready for another run? Play it again Sam?

***********************************************************
Press Release Source: ModusLink


ModusLink Expands its Utah Operations
Tuesday August 9, 8:00 am ET


WALTHAM, Mass.--(BUSINESS WIRE)--Aug. 9, 2005--ModusLink Corporation, a subsidiary of CMGI, Inc. (Nasdaq: CMGI - News), today announced it has expanded its Utah operations. In addition to its existing solution center in Lindon, Utah, the Company has opened a new facility in West Valley, Utah. The expansion was driven by an increased demand for ModusLink's supply chain solutions within the technology market.



"ModusLink has been delivering supply chain services from Utah for more than 11 years. This area of the United States has proven to be an excellent location to deliver end-to-end supply chain services," said Joseph C. Lawler, President and CEO of CMGI. "As a global supply chain services provider ModusLink understands the importance the supply chain plays in an organization's product success and therefore it is our responsibility to respond to our clients needs quickly and deliver the best possible solutions to increase efficiency, decrease costs and improve profits."

The new facility adds 174,624 square feet of operational space and capacity to the current global footprint. Employing lean manufacturing techniques, the center was designed and equipped with highly skilled personnel, equipment, systems and business processes to implement the most efficient and cost effective supply chain solutions. The facility delivers a broad range of forward supply chain services, including supply chain design and consulting, just-in-time materials planning and procurement, inventory management, assembly and packaging, and fulfillment either to clients' distribution centers, retail partners and end-users, as well as handling the reverse supply chain including return management, product repair, asset management and disposition, and spares and parts management and fulfillment.

When fully operational, the West Valley, Utah solution center is expected to employ up to 400 permanent and temporary employees. The facility is located at 4640 South 5400 West, West Valley, UT.

About ModusLink

ModusLink is a leading provider of global supply chain management solutions. The company provides global technology clients in the software, hardware, telecommunications and wireless markets with customized supply chain solutions that reduce risk and time to market and improve efficiency and productivity. ModusLink's services include demand planning, sourcing and procurement, manufacturing support, kitting and assembly, fulfillment, full-cycle logistics, systems integration and development, customer support and optimization consulting. Headquartered in Waltham, Massachusetts, ModusLink maintains 37 facilities in 13 countries and employs 3,900 people worldwide. The company 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 technology and product solutions that help businesses market, sell and distribute their products and services. In addition, CMGI's venture capital affiliate, @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 new. All statements other than statements of historical fact 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: ModusLink's success, including its ability to expand its operations, depends on its ability to execute on its business strategy and the continued and increased demand for and market acceptance of its products and services; ModusLink's management may face strain on managerial and operational resources as they try to oversee the expanded operations; ModusLink frequently sells to its supply chain management clients on a purchase order basis rather than pursuant to long-term contracts or contracts with minimum purchase requirements, and therefore its sales are subject to demand variability; and increased competition and technological changes in the markets in which ModusLink competes. For a detailed discussion of cautionary statements that may affect ModusLink's and 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. 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
     Tom Oberdorf, 781-663-5012
     [email protected]
     or
     Media:
     ModusLink
     Deborah Keeman, 781-663-5191
     [email protected]



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

[AustinPowers]

I am with you on this one.  This is the first piece of news generated by the company in who knows how long.  I believe earnings are due out in about 3 weeks so I'm hoping for some kind of momo heading into that.  The price just closed above the decending trend starting from the high at the beginning of June.  Typically if it moves it makes its move quickly so if interested keep a sharp eye on it.

[Melf Elf]

Are we ready for another run? Play it again Sam?

I'm ready!    

Still holding from $1.98, the gap fill on the June 7 earnings gap down from 2.27.

Even if this news doesn't do much to pop the stock, I think it's a decent long-term hold, given the company's transformation from being "the internet incubator" (which really meant "Poster Child For Financial Disaster") to a company that now has real earnings prospects.

Technically, CMGI has been basing for 4 years and now is flirting with the Symmetrical Triangle trendline support.  If that doesn't hold, it might test the blue up trendline.

Given the turnaround in the company, I think it's got a chance to double in the next 2-4 years, which would be a 50% or 25% annualized return, depending on how long it takes, if it works out.

[Dark]

Pre earnings run?

http://stockcharts.com/gallery/?CMGI

[setravis]

Press Release Source: CMGI, Inc.


CMGI Reports Fourth Quarter and Full Fiscal Year 2005 Financial Results
Monday October 3, 4:00 pm ET 
CMGI Reports Strong Operating Results for First Full Year After Modus Media Acquisition


WALTHAM, Mass.--(BUSINESS WIRE)--Oct. 3, 2005--CMGI, Inc. (Nasdaq: CMGI - News) today reported financial results for its full fiscal year and fourth quarter ended July 31, 2005.
Year Over Year Operating Highlights

Net Revenue, Increased $672.3 million, or 169%
Operating Income, Improved by $29.3 million, or 124%
Gross Margins, Increased from 6% to 11%
Annualized Integration Savings, Achieved $28.0 million
exceeding the $20.0 million target

"Approximately one year ago, we said that fiscal 2005 would be a profitable year for CMGI and I'm pleased to report that it was," said Joseph C. Lawler, President and Chief Executive Officer. "The year saw the Company's first quarterly and annual operating profit in nine years and significant improvements across key operation and financial measures. Moving forward, we've built and are executing our strategic plan which we expect will result in improved gross margins and lower operating expenses in the coming years," added Lawler.

Fiscal Year

CMGI reported net revenue of $1.1 billion for the fiscal year ended July 31, 2005. This compares to net revenue of $397.4 million for the fiscal year ended July 31, 2004, an increase of $672.3 million, or 169% year over year. This increase was primarily attributable to the Company's acquisition of Modus Media on August 2, 2004.

CMGI reported operating income of $5.7 million for the fiscal year ended July 31, 2005, compared to an operating loss of $23.7 million for the fiscal year ended July 31, 2004, an improvement of $29.3 million, or 124%. This improved performance was largely due to the acquisition of Modus Media, which provided significant financial benefits including expansion into higher margin business verticals, service offerings and geographies as well as synergies that allowed the Company to reduce costs by eliminating redundancies. The Company achieved savings related to integration of approximately $28.0 million, on an annualized basis. Partially offsetting these improved financial results were significant costs associated with Sarbanes-Oxley 404 compliance readiness actions and SAS 70 reviews for clients which totaled approximately $5.8 million. The fiscal 2005 operating income also included charges related to the amortization of intangible assets and stock-based compensation and depreciation totaling $21.1 million and net restructuring charges of $5.3 million. Included in the Company's fiscal 2004 operating loss were charges related to the amortization of stock-based compensation and depreciation totaling $7.1 million, and net restructuring charges of $5.6 million.

CMGI reported net income of $26.5 million, or $0.06 diluted earnings per share for fiscal 2005, compared to net income of $87.0 million, or $0.22 diluted earnings per share for fiscal 2004. The net income in fiscal 2005 included a non-cash income tax benefit of approximately $23.9 million as a result of a reduction in the Company's estimate of certain income tax liabilities that had been included in accrued income taxes on the Company's balance sheet. The net income in fiscal 2004 included a $40.5 million gain by the Company's AltaVista subsidiary on the sale of approximately 3.2 million shares of Overture Services, Inc. common stock, and a non-cash income tax benefit of approximately $76.4 million.

Excluding the effects of charges related to depreciation, amortization of intangible assets and stock-based compensation, and restructuring, CMGI reported non-GAAP operating income of $32.0 million for the fiscal year ended July 31, 2005 versus non-GAAP operating loss of $11.0 million in the fiscal year ended July 31, 2004. Similar to the year over year improvements noted in the discussion above of our GAAP results, the $43.0 million, or 392% year over year improvement in our non-GAAP operating income was also primarily attributable to the synergies and resulting benefits realized from the acquisition of Modus Media at the beginning of fiscal 2005.

The Company believes that its non-GAAP measure of operating income/(loss) ("non-GAAP operating income/(loss)") provides investors with a useful supplemental measure of the Company's operating performance by excluding the impact of non-cash charges and restructuring activities. Each of the excluded items was excluded because they may be considered to be of a non-operational or non-cash nature. Historically, CMGI has recorded significant impairment and restructuring charges. These charges, as well as charges related to depreciation and amortization of intangible assets and stock-based compensation, have been excluded for the purpose of enhancing the understanding by both management and investors of the underlying baseline operating results and trends of the business, which management uses to evaluate our financial performance for purposes of planning and forecasting future periods. Non-GAAP operating income/(loss) does not have any standardized definition and, therefore, is unlikely to be comparable to similar measures presented by other reporting companies. Non-GAAP operating income/(loss) should not be evaluated in isolation of, or as a substitute for the Company's financial results prepared in accordance with United States generally accepted accounting principles. The Company's usage of non-GAAP operating income/(loss), and the underlying methodology in excluding certain charges, is not necessarily an indication of the results of operations that may be expected in the future, or that the Company will not, in fact, incur such charges in future periods. A table reconciling CMGI's non-GAAP operating income/(loss) to its GAAP operating income/(loss) and its GAAP net income/(loss) is included in the statement of operations information in this release.

Fourth Quarter

CMGI reported net revenue of $251.2 million for the fourth quarter ended July 31, 2005. This compares to net revenue of $96.5 million for the same period of the prior year, an increase of $154.8 million, or 160%, year over year. This increase was primarily attributable to the Company's acquisition of Modus Media.

CMGI reported an operating loss of $3.7 million for the fourth quarter ended July 31, 2005, compared to an operating loss of $5.3 million for the same period last year, an improvement of $1.6 million, or 30%, year over year. Operating results for the fourth quarter were negatively impacted by significant costs associated with the Company's Sarbanes Oxley 404 compliance readiness actions, which totaled approximately $3.6 million during the quarter. The fiscal 2005 fourth quarter operating loss also included charges related to the amortization of intangible assets and stock-based compensation and depreciation totaling $5.3 million and net restructuring charges of $1.5 million. Included in the Company's fiscal 2004 fourth quarter operating loss were charges related to the amortization of stock-based compensation and depreciation totaling $1.5 million.

CMGI reported net income of $0.3 million, or nil diluted earnings per share for the fourth quarter of fiscal 2005. This compares to a net loss of $6.8 million, or ($0.02) diluted loss per share, for the same period last year. Net income in the fourth quarter of fiscal 2005 included a $4.5 million gain as a result of the sale of one of @Ventures portfolio companies, Molecular.

Excluding the effects of charges related to depreciation, amortization of intangible assets and stock-based compensation, and restructuring, CMGI reported non-GAAP operating income of $3.1 million for the fourth quarter ended July 31, 2005 compared to non-GAAP operating loss of $3.7 million for the same period last year. Similar to the improvements noted in the discussion above of our fourth quarter GAAP results, the $6.9 million, or 184% year over year improvement in our non-GAAP operating income in the fourth quarter was also primarily attributable to the synergies and resulting benefits realized from the acquisition of Modus Media at the beginning of fiscal 2005.

As of July 31, 2005, CMGI had consolidated cash, cash equivalents and marketable securities of $192.7 million, versus $272.2 million at July 31, 2004. The primary use of cash versus last year-end represents the Modus Media net cash acquisition costs and related expenses of approximately $66.2 million.

Conference Call Scheduled for October 3rd

CMGI will hold a conference call to discuss its fourth quarter and full fiscal year 2005 results at 5:00 p.m. Eastern Time on October 3, 2005. 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.

[setravis]

• CMGI posts net profit in fourth quarter
at Reuters (Mon 4:21pm)

CMGI INC Files SEC form 8-K, Results of Operations, Financial Statements and Exhibits
EDGAR Online (Mon 4:16pm)

  Market Pulse: CMGI swings to quarterly profit; revenue surges
MarketWatch (Mon 4:11pm) 

• CMGI Reports Fourth Quarter and Full Fiscal Year 2005 Financial Results
Business Wire (Mon 4:00pm) 


• Q4 2005 CMGI Earnings Release - After Market Close
CCBN (Mon 7:07am) 


• REMINDER/CMGI to Report Fourth Quarter and Fiscal Year 2005 Financial Results
Business Wire (Mon 6:35am) 


News Link:.......
http://finance.yahoo.com/q/h?s=CMGI