Still, we think CMGI represents one of the best ways to invest in the industry in one stock. It's like having a public venture capital fund focused on Net firms. If you want to arbitrage the value between private and public companies in this industry, CMGI provides one of the few choices. Of all Internet IPOs, those that solved bandwidth bottlenecks fared best. INKT's strength has been a two-fold product approach, search wholesaling and network caching.
Users count, they are one way of discounting ad and marketing revenue for the future.
On the list of decliners, a handful of e-tailers bit the dust from IPO price. The power conference to network with industry influencers and decision makers.