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Technology Stocks : Internet Capital Group Inc. (ICGE)
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To: Tom Hua who wrote (1001)1/7/2000 11:29:00 PM
From: jim  Read Replies (2) of 4187
 
We agree.

I think the biggest concern with ICGE was their operational ability. Doubtless with the money they now have they have the ability to attract good people to help run things, but good people are in short supply and there is now a board to deal with, gone are the days of hundreds of thousands of cheap options just for signing on.

There are now lots of venture capital funds, these have been good years, this is just the one that has made the headlines first with the B2B angle. Look at other P/NAV ratios like LDP's for example.

I think the GE's and IBM's are just as surprised as anyone as to how high and how fast this ran up, they will be looking to exit. I think it's close to the top, 200 is the ceiling and I also see alot more downside than upside risk here.
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