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Technology Stocks : Internet Capital Group Inc. (ICGE)
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To: Lizzie Tudor who wrote (775)11/12/1999 1:11:00 PM
From: Patsy Collins  Read Replies (1) of 4187
 
Liz,

Earnings make little difference with these firms. The art is to buy as many stories as possible, weight the sector heavily into a portfolio and as soon as companies start showing earnings, re-organize the portfolio.

ICGE needed a rest anyway. Wondering about ARBA today...when will it pass CMRC in price...?

Any thoughts Liz?

Patsy
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