Internet Capital Group Inc. (ICGE) Message Board

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Technology Stocks : Internet Capital Group Inc. (ICGE)

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To: bob dole who wrote (276)	8/17/1999 7:21:00 PM
From: Netwit	Read Replies (1) of 4187

Thank you Bob for the heads up. I always appreciate thoughtful analysis. The question of how we analyze these holding company stocks is interesting. Over at the CMGI thread, we look at the value of the public holdings and the number of VC deals yet to go public and the track record of the company in taking the deals public. I always look at these stocks as being like closed-end funds in that they either trade at a discount or a premium to asset value (unlike mutual funds). My hunch is that this puppy is trading at a premium because it is perceived as the next CMGI for the business 2 business sector, which is very hot right now and because it has very low float, the demand just pushes the price up. I want in but I'm waiting. Maybe in October there will be a buying opportunity.

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