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Technology Stocks : Internet Capital Group Inc. (ICGE) -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (38)	7/25/1999 11:54:00 PM
From: mact	Respond to of 4187

mohan, nice to see some interest picking up on ICGE....B2B definitely will have explosive growth over the next 3-5 yrs....only thing that worries me is the large float(13M)...this might deflate the first day "pop" abit, but in the long run, this company should fare very well...hoping to get a few shares from ML and Wit. mact

To: Mohan Marette who wrote (38)	7/27/1999 1:53:00 AM
From: Tom D	Read Replies (4) \| Respond to of 4187

What are the three large core holdings of ICGE? I found the second half of this article to be the best analysis of ICGE that I could find with my meta search bot. herring.com <<(The Securities and Exchange Commission mandates that operating companies like ICG must own more than 25 percent of the companies that they control and be the largest shareholder in them.) ICG thus plans to invest 50 percent of its fund into three "core" companies, whereas traditional VC firms rarely place more than 10 percent of their capital into one company. Such large bets theoretically mandate that all of ICG's investments further the success of its core companies. The company also plans to issue ICG shares to all of its portfolio companies. Sharing the ownership of the company will give the entire portfolio a concrete financial incentive to work together.>> Does anybody here have a good understanding of ICGE? I just stumbled across it a few hours ago and am doing some DD. What are the three large core holdings and what percent of them does ICGE own? Thanks, Tom D