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To: Robert Rose who wrote (76482)9/3/1999 11:54:00 PM
From: Tom D  Read Replies (2) | Respond to of 164684
 
Unfortunately I missed most of ICGE.

Only made $12,000 on it. I got spooked by interest rate fears. Am still trying to figure out where the markets will be in November. I live again to fight another day.

Tom



To: Robert Rose who wrote (76482)9/4/1999 12:06:00 AM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
I still think ICGE is benefitting from being on the other side of the supply issue we are seeing with the retail nets. There just aren't enough b-2-b offerings out there. Same thing with Ariba, both way overvalued and its even worse than with the net stocks last year because there is very little that differentiates a software stock like Siebel from Ariba.. one day the investment houses will figure that out but they haven't yet.


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