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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Teflon who wrote (1269)2/25/2000 9:26:00 PM
From: gdichaz  Read Replies (2) of 1817
 
Re ICGE: A comment from the ICGE thread

Note: This general comment also applies - to a lesser extent - to SFE.

But since SFE has more experience in and more possibilities of "managing" earnings, SFE usually takes less of a hit at earnings time from those who misunderstand what "earnings" of a nurturer reflect.

Talk : Web/Info : Internet Capital Group LLC - ( Nasdaq- ICGE )

To: still learning (1320 )
From: gdichaz Friday, Feb 25 2000 9:14PM ET
Reply # of 1321

still learning: The "street" has no conception of how positive this report is. All the "street" looks for is earnings. (And the "street" has no understanding of how "earnings" are in fact earned by this nurturer and how almost accidental their timing is - and how irrelevant in judging ongoing success (or failure)).

And the statement that not only are there losses now but losses are likely for a long time, signals to the "street" that this company is to be avoided.

So far, only Amazon has been able to get by saying that earnings are not a short term objective and that has been a tough row to hoe.

The dip today was mild given that mind (or mindlessness) set.

Not to worry, the south (well ICGE at least) will rise again ! Smile.

Best.

Chaz (Cha2 here)
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