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Technology Stocks : VerticalNet, Inc. [VERT] -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (407)	11/2/1999 10:29:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 1094

VERT & ICGE, Cousins Working Together 10/29/1999 10:55 pm EDT VERT & ICGE, Cousins Working Together For your review, The latest opinion by BancBoston Robertson Stephens B2B Internet Analyst Eric Upin, on ICGE Success Story VERT. BTW, PaperExchange is an ICGE Partner Company that is a Near Term IPO Candidate for the fast emerging B2B Powerhouse & Venture Capital Visionary, Internet Capital Group. Excerpted from: October 29, 1999 The Web Report - Volume 2, Issue #43 eBusiness Update - Eric Upin - mailto:eric@rsco.com VERTICALNET COVERS VIRTUALLY EVERY PROPERTY ON THE MONOPOLY BOARD, leveraging its portfolio strategy and first mover advantage to quickly build communities in 51-and-growing vertical industries. In our opinion, the real story is converting these populations to commerce-and so far so good. We are positive about the PaperExchange deal as it accelerates VerticalNet's eCommerce strategy and serves as a good example of ICG cousins working together. We believe PaperExchange is a franchise player in the paper industry-a $300 billion market opportunity. In terms of the agreement, VerticalNet's pulp and paper industry site and PaperExchange.com will share content and give users of both sites access to PaperExchange's marketplace. PaperExchange will get advertising space on VerticalNet's site, while VerticalNet will receive a $500,000 up-front fee and 2-3% of PaperExchange's commerce transactions over the next four years. We like the VerticalNet story. We believe the B2B space does not represent one mass market, but dozens of huge industry verticals. We believe VerticalNet is well positioned to capture these verticals by building a portfolio of industry-specific sites-and the company is off to a strong start with the media model. The issues moving forward surround the difficulty in modeling the extent to which commerce revenues will contribute to the overall revenue mix-and at what growth rate. But we are confident that VerticalNet's strategy is the right approach. Taking Care of B2B & Working Overtime Source: ROBERTSON STEPHENS The Internet Stock Team ----------------------------------------------------------------- October 29, 1999 The Web Report - Volume 2, Issue #43 Copyright 1999 by Robertson Stephens