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Technology Stocks : Internet Capital Group Inc. (ICGE)

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To: livarot who wrote (4076)1/21/2006 4:42:53 PM
From: bob zagorin  Read Replies (1) of 4187
 
i hear what you're saying. icge is undervalued imo for two reasons. it is a poster child for the bubble and lives with that overhang; it is difficult to evaluate from p/e or p/s perspective because of the structure. but clearly the company is in much better shape today than it was 3-4 years ago and i'm pretty sure our patience will be rewarded.

bwng is a similar story in a fallen child from bubble that was reborn as a different company. i added a lot in the last year after i became convinced they were a solid investment and it is now paying off big time....
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