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

To: jim who wrote (896)	12/20/1999 9:35:00 PM
From: Larry Zenith	Read Replies (1) \| Respond to of 4187

I think it might be around $15 per share. Henry Blodget thinks that way too. 143/10 = $14.3. Blodget said he was basing his $300 target price for CMGI on a multiple of three times estimated net asset value (NAV) of about $100 per share. While this multiple is significantly higher than CMGI's historical average of around one to two times net asset value, it is far lower than the 10 times net asset value multiple of Internet Capital Group (NasdaqNM:ICGE - news), CMGI's closest comparable rival, he said. Larry

To: jim who wrote (896)	12/21/1999 1:13:00 PM
From: still learning	Read Replies (2) \| Respond to of 4187

I show ICGE public holdings at: VERT 1.69 B (12.5 mm shrs) ATHM 350 mm (7.6 mm shrs) BWAY 372 mm (6.9 mm shrs) LCOS 164 mm (1.9 mm shrs) USIT 25 mm (.5 mm shrs) Total 2.541 B per share (based on 261.4 mm shrs) is $9.72 per share Am I missing any companies? Also, of course this is using only 5 of about 40 holdings, since few are public. It also doesn't include fully diluted shares, since I didn't have it handy. There may be others I missed, and of course there are upcoming IPOS, like EMRG and UAXS.