Internet Capital Group Inc. (ICGE) Message Board

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Technology Stocks : Internet Capital Group Inc. (ICGE)

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To: Robert Rose who wrote (200)	8/6/1999 4:24:00 PM
From: still learning	Read Replies (1) of 4187

That was steve harmon's view about 3 months ago. Not sure he would be so strong on CMGI now. Remember, SFE has proven NAV of public companies in the $45 per share range. If ICGE goes up, it cvould easily add $10-15 to that. Wherease CMGI is mostly made up of non-[public entirties (like ICGE). So CMGI is more of a bet on the future, while SFE is a more "conservative" play (if a VC firm can be positioned that way). SFE still has about 20-25 non-public companies in its pre-IPO stable, and I'm sure that from here forward it's anyones guess as to who is the best company for picking tomorrow's internet winners (if there are any). IT funding may come back into vogue if this market declines. Also, SFE owns piece of at least 6 other VC companies (TL Ventures I, II, III, SCP, and several others.

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