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

To: Susan G who wrote (502)	9/12/1999 11:55:00 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 4187

Susan G, Merrill Lynch ICGE report is only available to ML customers. I looked at the report and cannot copy it because it can only be accessed through Adobe acrobat. Blodgett is very enthusiastic about it. At a price of $ 60 he feels it's cheap. He projects a price of By 2003 he feels the B2B market will be 1.3 TRILLION, 12X the B2 C (B2 Consumer market). By 2003 B2C sales will be 108 billion. The current cap of B2C companies is ~ 250 Bill so that they trade at roughly 2X sales for 2003. He feels ICGE could have 1-3% of B2B sales or 15 to 45 Bill. Assuming outstanding of 175 mill that would imply a price per share of $85 to 260. He has picked a conservative estimate of $125 target in the next 2 years but he wouldn't be surprised if ICGE gets there sooner by the way things look now, TA -------------------------- mact, do you know of any link that we can read Blodgett's analysis? Or is it just available to some... TIA, Susan