Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Katherine Derbyshire who wrote (240)	8/9/1999 3:12:00 PM
From: Mohan Marette	Respond to of 4187

Also E-Chemicals sells industrial chemicals and not chemicals for home use thus making it a pure B2B outfit I think.

To: Katherine Derbyshire who wrote (240)	8/9/1999 3:24:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4187

I'm looking at stuff coming out of the VC firms in Silicon Valley. Its just a loose definition anyway, but fwiw I have never seen an argument other than SCM that will reduce costs (and thus enable profitability) for web-based sellers of goods whether it is to other businesses or to consumers. I guess if I had to make a 4mm investment I would look for infrastructure plays, I just think its a better ROI. But my original issue was whether ICGE diversified for the sake of diversity or there weren't enough infrastructure plays around, is all. I guess we'll never know that one.