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Technology Stocks : Internet Capital Group Inc. (ICGE)
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To: bob zagorin who wrote (1827)12/26/2000 7:40:28 AM
From: Madharry  Read Replies (1) of 4187
 
Bob I listened to many of the presentations- and have spent quite a bit of time on this company. It is very clear to me that the company's original game plan has failed. since their acquisition of right works they have changed their strategy out of neccessity, and we really don't know if their new strategy will work or not. That change was reinforced by VERT claiming that it is now a software company. Right Works looks like it could be worth the entire market cap of the company but it has to prove itself. its management is not impressive.
We have heard nothing recently about ICGE-Asia works so that could still be a blueprint. I have a small position but It is not apparent to me that ICGE is a better investment right now than LDP or MVC.
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