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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: gdichaz who wrote (209)9/9/1999 7:47:00 AM
From: Bruce Brown  Read Replies (1) of 1817
 
Thanks for the lead to the excellent read. Quite a collection of talent behind the wheel at ICG. With Henry Blodget's 'big back-of-the-envelope calculation' coming up with a two year target price of $125 for ICG - today's price of the mid 70's does certainly qualify it, in his words, 'ahead of itself'. However, the company looks awfully interesting for discussion. Is the stock ahead of itself? I don't know.

What if ICG could garner more than 10 percent of the combined market cap of B2B? I would think a leading B2B company ought to be able to better that stake. However, success breeds success and with CMGI, SFE and now ICG with collections of talent at the helm - what else is coming down the pipe in terms of team talent? What about all of these investment house UIT's that are cropping up? Perhaps not the concentrated focus of the talent such as ICG at the helm, but it could dilute the market share and send money in that direction as the investment houses direct capital and private companies to climb on 'their' money making ship.

Certainly with the Internet as the Gorilla itself and all the Godzillas under the internutz umbrella, ICG makes a lot of sense to me from the investment point of view. I thing it is important to watch what kind of talent, private companies and success this group continues to reap as well as what the big investment houses are throwing out in the investment trusts as incubators. That will all be key. If this article is a good account of ICG at this point, my interest is growing.

The comment in the article about Michael Dell's one million shares and how he wanted more so he would be positioned to 'deal' with the various businesses in the future is quite exciting.

Thanks for the link.

BB
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