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Technology Stocks : Internet Capital Group Inc. (ICGE)
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From: tktrimbath12/31/2005 12:26:08 PM
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Every six months or so I look at my stocks and try a quick explanation of the company and my position. It helps me remember why I hold the stock, reminds me what I want to do with it, and lets me check back for changes. I encourage folks to comment and show me other points of view.

Internet Capital Group, that morphing incubator of IT companies, managed to finally prove itself out to me this last year. I'd been hoping that management's actions would see it through the busted bubble and it looks like they've done it. Their financials finally look survivable without having to rely on the caveats of the last few years. With merger and acquisition activity picking up, the company could begin to see more of a premium to its holdings. The other nice piece of news is that their holdings are maturing and becoming healthier too. I still consider them more a Berkshire Hathaway than a General Electric, but won't care about the distinction as long as it begins to become as large as either. Come to think of it, I've just realized that most of their risks are now behind them. I guess that's a fine example of why I do this every six months. Their biggest hurdle now is getting favorable exposure within the investment community. That might just be merely a matter of time. (market cap 3.23E+08)

DISCLAIMER LTBH since 2000 and I finally added some more.
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