Internet Capital Group Inc. (ICGE) Message Board

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Technology Stocks : Internet Capital Group Inc. (ICGE)

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To: visiondf who wrote (785)	11/16/1999 10:52:00 AM
From: Lizzie Tudor	Read Replies (1) of 4187

Well, Steve Harmon has more access than I do as an individual in evaluating the icge portfolio... I can only look at the few public companies they have and then access the web sites of the others and take a guess. Still I think vert and e-chemicals look like quality plays... also software is shifting to a totally outsourced model and Service soft being a new company can adopt that and maybe dominate, etc. So maybe I'm being overly optimistic but with this major upheaval in software going on + b2b which is a brand new area, I think the chance exists for some of the icge names to dominate... In the case of cmgi, that oportunity never really existed. They don't have any "big names"... either because they moved into areas late, or didn't have the bandwidth... I'm not sure. I agree with the next poster (Bob Martin) that these internet companies are becoming too varied for one guy to follow completely. I actually think knowledge of enterprise software, ERP etc. are what is really important vs. the internet... or maybe both things... I know from reading the calico thread that some internet investors don't know the difference between front and back office and who will benefit, plus calico has this history that all the software people know... ...oops! sorry for the rambling!

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