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To: Robert Rose who wrote (75376)8/25/1999 1:06:00 PM
From: Danny  Read Replies (1) | Respond to of 164684
 
Rob, I happened to own a few hundred shares of ICGE from
my Wit and Etrade IPO allocations. But today, I finally
sold out 70% of my positions. I can not find a reason
to continue to go long on ICGE mainly because its market
cap has almost caught up with CMGI's valuation.

Unless I totally mis-understand the ICGE's business model,
shouldn't it be a better investment here (for longer term)
to put money on CMGI?

Short term wise, ICGE may go up 10 more pts, just like
it may go down 10 more pts from here.

Thanks.

Danny