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

To: LOGAN12 who wrote (583)	9/18/1999 10:24:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4187

I don't know... maybe low 70s or wait until October which usually has a few bumps and buy on a bad mkt day. But despite what Harmon and others say I thing icge is better than cmgi... I think icge has a better portfolio and is in a better space... jmo. As of now verticalnet is a leading vertical portal, and its not too late to take the lead in online chemicals, the icge offering might win there... there are a few promising companies in the portfolio... otoh cmgi has always had a lot of also-rans, imo. Even engage which was the best cmgi had is upstaged pretty dramatically by dclk... I should say though that the very best names always want to align themselves with a stronger partner such as Benchmark capital so by definition these incubators aren't going to have the same level of issues until they get established....