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Technology Stocks : RRRR: Rare Medium Group (soon to be) formerly ICC

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To: Tech Monster who wrote (651)5/7/1999 3:03:00 PM
From: Les Robertson  Read Replies (1) of 1150
 
To buy the Future Story you need execution capability - A year ago ICGN Shareholders had 0 resources and leadership to play in the Internet Space. Today, RRRR shareholders have a 250+ and growing Internet work-force with strong and proven Internet Leadership capability. RRRR has shown and executed successful Internet acquisitions, winning Key Internet customers and the development of Internet Technologies around the Microsoft architecture.
These are very important set of capabilities as it extends itself into a new and very exciting business model using $75 Million from Apollo.

There are a few different capabilities and directions RRRR is headed versus CMGI. I see RRRR continue to develop it's core capabilities around Microsoft Internet Technologies and continue to extract a rapidly growing and improvement revenue and profit streams. Especially in the next 4 quarters. RRRR Management will combine Financial assets from Apollo with it's Internet technology capabilities and be able to generate new Internet Businesses quicker with improved time to market and removing some of the risk associated with Internet start-ups -- The Start-ups will be LEVERAGING RRRR's Internet knowledge, experience and leadership and will be able to focus on the market and the customer instead of also building out the IT infrastructure and Internet technologies.

RRRR seems to have a Good Internet Vision, great business model, improving capability (both Technical & Financial) and strong and proven leadership. It's all a matter of execution - Picking the right set of startups to invest funds and technologies.

As a previous ICGN and current RRRR shareholder (Buying from 6 to 2), I like the future, current prices and volumes associated with this possible long term Internet winner -- I plan to stay around a few quarters or so and harvest a goose egg that has maybe given birth to an Internet Golden Egg laying machine.

Les
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