VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: edamo who wrote (34600)	3/24/2001 3:48:14 PM
From: im a survivor	Read Replies (1) of 65232

Stollen from the ICGE thread : ICGE still owns significant shares of most of the cos. but has concentrated its resources and supports on the 16 cos. closest to positive cash flow. they have also been able to monetize their ownership of the others as in recent sale of rightworks. i am reading a 176 p report from the SSB analayst, an accountant, and he sees great value in the ICGE pf but it will take me awhile to go thru the report. he also has identified tremendous growth in the revenues of the cos. in the ICGE pf. and he says they and ICGE have at least 2-3 yrs worth of cash and liquid resources to complete transition to profitability. he also examines CMGI in the same report and does recommend that stock. he likes how ICGE cos. are addressing the B2B space, their cost controls and their march to profitability. he has a venture buy rating with a $7 target although i think he'll adjust the upward when general market conditions improve. no way i can summarize the entire report but i'll probably post a few more notes when i'm done.

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