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

To: William F. Wager, Jr. who wrote (725)	10/31/1999 7:58:00 PM
From: Bob Kim	Read Replies (1) \| Respond to of 4187

William, FWIW, ML only covers those two B2B companies and Blodget doesn't follow ARBA. The only B2B stock he can officially recommend is ICGE and his ability to do that is potentially limited by his 2 yr $125 price target which currently places ICGE in downgrade territory for both its near-term Accumulate and long-term Buy ratings.

To: William F. Wager, Jr. who wrote (725)	11/1/1999 11:38:00 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4187

Susan, Henry Blodgett recommends ONLY two B2B~icge AND arba. Thats a little misleading... Blodget is an internet analyst and most b2b plays are actually defined as software, and therefore under the software analyst. Blodget actually shouldn't be covering Ariba but go figure. Maybe a case could be made that he could follow cmrc, which is arba's internet twin in a way, but even then its tough because I doubt any firms would want cmrc and arba to be covered by two different depts. Edit - never mind, I missed an entire discussion on this. Blodget isn't too good in this arena, imo, Chuck Phillips of msdw is much better, jmo.