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

To: LOGAN12 who wrote (780)	11/14/1999 12:27:00 PM
From: Marc Gilbert	Respond to of 4187

I believe Friday's sell-off was caused by the fact that there was no split announcement. If there had been, we might have gone UP 18 instead of down. People say splits don't really matter, but don't tell that to momentum investors out to make a quick buck.

To: LOGAN12 who wrote (780)	11/14/1999 12:53:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4187

Hi Linda, With the Fed announcement on Tues, do you think this tanking will continue on Monday? Well, no I actually think all the b2b's will have a great upcoming week. But thats a short term prediction and I'm not good at those.... I think icge will easily double from here and fairly soon too. My problem is I'm not a financials person, I come from engineering actually (product positioning etc) so I don't know how to interpret financials from these incubators and to be honest I don't think many other people do either. Maybe some who were in cmgi early on can comment. I personally don't care if icge is profitable, I am looking for (license) growth in their portfolio companies. I'd like to see e-chemicals partner with commerce one or the I2 tradematrix. Chemdex is already in with Ariba and it seems like these are exclusive arrangements. Ariba is a little behind cmrc in supply chain procurement (I think - based on what I can dig up here). For some reason these chemicals companies are really getting big.