Internet Capital Group Inc. (ICGE) Message Board

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Technology Stocks : Internet Capital Group Inc. (ICGE)

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To: William F. Wager, Jr. who wrote (725)	11/1/1999 11:38:00 AM
From: Lizzie Tudor	Read Replies (1) of 4187

Susan, Henry Blodgett recommends ONLY two B2B~icge AND arba. Thats a little misleading... Blodget is an internet analyst and most b2b plays are actually defined as software, and therefore under the software analyst. Blodget actually shouldn't be covering Ariba but go figure. Maybe a case could be made that he could follow cmrc, which is arba's internet twin in a way, but even then its tough because I doubt any firms would want cmrc and arba to be covered by two different depts. Edit - never mind, I missed an entire discussion on this. Blodget isn't too good in this arena, imo, Chuck Phillips of msdw is much better, jmo.

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