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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium
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To: hometown35 who wrote (79395)2/26/2000 6:52:00 PM
From: puborectalis  Read Replies (1) of 108040
 
ICGE remarks from RB.......

"" The Lehman call.
Main points IMHO
1) No earnings are expected in this business model. What matter is the value of the
companies they own.
2)Strong gains in market share of the market makers and revenue growth 75% quarter over
quarter ( that is huge)
3) Great company purchases with synergy and economy of scale.
4) Control 28 of the top 50 markets in the B2B market maker space with the #1 exchange sites
expected to be 40 of the top 50 by the end of 2000.
5) when asked if CMGI offered competition in the space the analyst laughed "CMGI just formed
a $1 bil fund for B2B so if they could buy like 2 Ecredit companies that $1bil won't go very far.
ICGE is dominant and the ability for more deals like Ecredit will prove this out."
6) ICGE is the #1 choice of entrepreneurs in the USA we expect this to be the case in Europe
and Latin America as they expand their brand name and presence in those arenas. They are
about 18 months behind where the US is Internet wise.
7) The release of the shares that are coming out of lock up may effect ICGE in the short term.

OUR TARGET PRICE FOR ICGE WAS AND REMAINS $200
This is the #1 mover in the B2B space. "
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