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Technology Stocks : Internet Capital Group Inc. (ICGE)
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To: Katherine Derbyshire who wrote (240)8/9/1999 3:24:00 PM
From: Lizzie Tudor  Read Replies (1) of 4187
 
I'm looking at stuff coming out of the VC firms in Silicon Valley. Its just a loose definition anyway, but fwiw I have never seen an argument other than SCM that will reduce costs (and thus enable profitability) for web-based sellers of goods whether it is to other businesses or to consumers. I guess if I had to make a 4mm investment I would look for infrastructure plays, I just think its a better ROI. But my original issue was whether ICGE diversified for the sake of diversity or there weren't enough infrastructure plays around, is all. I guess we'll never know that one.
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