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To: Robert Rose who wrote (70295)	7/28/1999 5:36:00 PM
From: Tom D	Read Replies (3) \| Respond to of 164684

re: ICGE 1) I am just exploring this investment opportunity. Their offering is 11% of their total number of shares outstanding: 13.5 M, vs 125M shares. Is this unusual? Off the top of my head, I don't know. DSCM just IPO'd 5M shares with a total number of shares outstanding of 42M. The other factor which weighs in here is that B2B is such an enormous opportunity--$1.3 Trillion in 2003 according to Forrester--that a nominal market value of $1.5B for ICGE may be appropriate. 2) Merrill Lynch: pardon my naivete, here. Are they second rate, or less prestigious? 3) <<Why not just hold VERT?>> VERT has already tripled in 6 months. ICGE does own 37% of VERT. But the other 63% of ICGE is 36 new young B2B companies. I presume that the idea is to buy ICGE before it quadruples. Does it mean anything positive to you that IBM is planning to buy $45 M worth of stock at this same price, and that GE is doing the same with $20M? I am not trying to outargue you here. I want to learn. My investment track record is rather mixed, so I need all the help I can get. I sold 2000 shares of my AMZN yesterday and today, and am considering to invest $100K in ICGE. If you know more, please respond. What do you think? Thanks, Tom D