Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Sonny McWilliams who wrote (25820)	4/11/2000 4:38:00 PM
From: Brian Malloy	Read Replies (3) of 27012

Sonny, Ref SFE, I heard the interview. When it was all said and done the first thing through my mind was loser and spoiled sport. While I have invested in many B2B plays most prominently CMRC, ARBA, and until the takeover ASDV; when asked I always told people I did not like SFE or ICGE. They would ask why and I stated that I did not feel comfortable with management. I felt vindicated in my assesment when I heard his wimpering. It's not the sector that has a problem, it's him. Not any joe can do what CMGI and Wetherall have accomplished. SFE and ICGE put together B2B incubators but they just don't have the management to take it to the next level. ARBA, CMRC, CMGI, ITWO et. al. will dominate SFE and ICGE. Thus ICGE is trying to run off to greener pastures. But they will be no more successful in the infrastructure game. CSCO's IOS, Akami, INKT and many others await them. The ICGE announcement reminded me of the old days in B2C when Zapata or KTEL would say, hey we are going to make an internet portal and people would climb aboard. Those stocks stunk then and they tanked. SFE will get no free ride. After the markets go nuts and kill off 90% of the weaklings. The dominate 10% will emerge. It is more a matter of how soon one can divine the winner. My money remains with CMRC, ARBA, CMGI, and a few others. IMHO

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