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

To: The_Guru_00 who wrote (601)	9/20/1999 5:57:00 PM
From: LOGAN12	Read Replies (2) \| Respond to of 4187

Well, if this is true I would be one happy camper, because I am long CMGI and have been waiting for a dip on ICGE which really has not come. IMHO, the world is big enough for both of them to flourish! linda

To: The_Guru_00 who wrote (601)	9/20/1999 6:47:00 PM
From: eDollar.com	Respond to of 4187

>> I would expect CMGI to pop and ICGE to take a hit. Any thoughts?<< It is difficult to predict from what point ICGE will take a hit. From 97 or 197 or 300 or ....? If your basis is low (like IOP price), hold on. The new fad in the street is B2B. I made a big mistake selling early and shorting. I broke my rule to short INET without any catalyst and am paying for it dearly.

To: The_Guru_00 who wrote (601)	9/20/1999 9:30:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4187

I think they plan to roll out their B2B strategy at that date. Well, they can talk about a strategy all they want, but they are too late for the real steals in software valuations... and they will have to locate the hot companies within the sector etc. The thing about an incubator is it takes a while for things to incubate and I don't see how cmgi can change directions or even branch out short term. If icge takes a hit on that news, I would think it would be a good opportunity to buy in... anybody else?

To: The_Guru_00 who wrote (601)	9/21/1999 11:10:00 AM
From: Robert Rose	Respond to of 4187

guru, I wouldn't be surprised if icge pops when cmgi announces its b2b plans. In embryonic sectors such as b2b, such announcements are considered 'confirmation' of the potential, rather than as new 'competition' for existing players. The thinking is that the sector can grow so rapidly, there is still room for all. The bigger question is whether the sector is really yet at the point of 'taking off,' and cmgi's announcement of its b2b plans would be viewed as confirmation of that fact. Clearly, b2b is hot, and nothing short of another rate increase could put a temporary damper on it. icge is in the sweetest of sweet spots. It going to 180 by the New Millenium. jmo. Rob