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Technology Stocks : Internet Capital Group Inc. (ICGE)

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To: bob zagorin who wrote (4077)1/22/2006 3:16:14 PM
From: livarot  Read Replies (1) of 4187
 
I agree exactly on ICGE. It is quite unusual to regard a radical, 21st century VC-type deal as a value play, but that is the way I see it.

Your term "bubble overhang" is perfect. People don't even show up here to pump or bash. We are off the radar.

I'm hoping for some attention-grabbing numbers soon, maybe even next month. The glimmer of good press we have had recently could could build up. If we slam up into new recovery territory, we'll see what happens. Until we get the numbers, no one will believe us. Bad numbers and we are dead, I guess.

DAMN! I missed BWNG. Like you, I saw value there last year, but did not buy. By the time I thought of it again, I had no cash, and it had popped up 30%. Would you buy it above 8$?
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