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

To: Lizzie Tudor who wrote (775)11/12/1999 1:11:00 PM
From: Patsy Collins  Read Replies (1) | Respond to of 4187
 
Liz,

Earnings make little difference with these firms. The art is to buy as many stories as possible, weight the sector heavily into a portfolio and as soon as companies start showing earnings, re-organize the portfolio.

ICGE needed a rest anyway. Wondering about ARBA today...when will it pass CMRC in price...?

Any thoughts Liz?

Patsy



To: Lizzie Tudor who wrote (775)11/13/1999 8:49:00 PM
From: LOGAN12  Read Replies (2) | Respond to of 4187
 
Curious about your thoughts about Friday's sell-off. Earnings are not really as issue with this type of company at this point. With the Fed announcement on Tues, do you think this tanking will continue on Monday? Time to take profits?

linda


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