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

To: Robert Rose who wrote (200)	8/6/1999 2:54:00 PM
From: $Mogul	Respond to of 4187

OT SFE is mainly interested in Technology companies thus we have ICGE as the net B2B incubater. Will DD SFE over the weekend more.

To: Robert Rose who wrote (200)	8/6/1999 3:26:00 PM
From: Tom D	Read Replies (1) \| Respond to of 4187

You can buy a decent research report on SFE for $10 from Multex. multex.com It was written about a month ago by Prudential. Three pages long. Nice summary. Usual caveats about institutional analyst research reports apply. Tom D

To: Robert Rose who wrote (200)	8/6/1999 4:24:00 PM
From: still learning	Read Replies (1) \| Respond to of 4187

That was steve harmon's view about 3 months ago. Not sure he would be so strong on CMGI now. Remember, SFE has proven NAV of public companies in the $45 per share range. If ICGE goes up, it cvould easily add $10-15 to that. Wherease CMGI is mostly made up of non-[public entirties (like ICGE). So CMGI is more of a bet on the future, while SFE is a more "conservative" play (if a VC firm can be positioned that way). SFE still has about 20-25 non-public companies in its pre-IPO stable, and I'm sure that from here forward it's anyones guess as to who is the best company for picking tomorrow's internet winners (if there are any). IT funding may come back into vogue if this market declines. Also, SFE owns piece of at least 6 other VC companies (TL Ventures I, II, III, SCP, and several others.