Internet Capital Group Inc. (ICGE) Message Board

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Technology Stocks : Internet Capital Group Inc. (ICGE)

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From: bob zagorin	8/4/2005 1:50:10 PM
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icge had a very good q. too much to recap but the liquidity and balance sheet are very good now. all the cos. are doing well except cg. icge commerce has 58% increase in backlog and several major deals close to signing. linkshare doing very well as several cos. that had been questionable are doing better now including go, credt trade, freeb and marketron mgt. is starting to go to investor conferences and has increased guidance from 15-20% rev growth to upper end or exceed. they are selling some of their bbbb on a "disciplined" schedule... their cash needs are minimal now (only cq needs cash) and they will look to acquire and / or consolidate. they plan to sell off one co this year... also noted thinkequity on the call who i don't remember before...all the analysts were congratulatory...

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