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

To: Tom Hua who wrote (992)	1/7/2000 7:43:00 PM
From: still learning	Read Replies (1) \| Respond to of 4187

That's nothing new. ICGE has been given that rap already. Most of that is accounted for by the few (3) IPOs ICGE has had. With OPUS and EMRG due in Jan/Feb., NAV will even out a little. We may see NAV at closer to $20 a share in a month. BTW I show NAV at about 2.8 B right now; that's approx. $10.71 per share. So we're actually at about 16 times NAV. I think ICGE has some catching up with itself to take care of, but the IPOs will help settle that, and the share price will probably come down a bit, but I doubt we'll see massive insider selling or a run for the door. We should, however, see some steady downward pressure into Feb as lockout ends. Barrons article will have little to do with it. I doubt that's the "precipitating event". More likely ICGE will follow (or lead) market sentiment based on NAZ direction.

To: Tom Hua who wrote (992)	1/7/2000 8:14:00 PM
From: Patsy Collins	Read Replies (2) \| Respond to of 4187

Barron's is not an investment weekly anymore. It's main attraction, Abelson, is a fogy, hates the way he looks, thinks he's overweight, lacking hair; thus, makes really stupid, and poorly quoted predictions about the markets. Others in this WSJ sister publication is just as inept in forecasting the markets. Every major writer, sans Cheryl Einhorn, lacks creative writing skills, with their articles appearing as re-hash of the stuff in the WSJ. You should read the Economist and Business Week instead. Or you could watch Wall St Week. Ruk-meister is a lot more accurate than Abelson. That is also why Abelson quotes so often from the likes of Barton Biggs and in past years, Michael Metz, two long-term loser market strategists. Use your own research, man. That's how you can make the big bucks! Cheers, Patsy. PS: Why isn't anyone worrying about MSFT's book value of $2/share or GE's at 13? So, what's wrong with ICGE's NAV at $15. Yeah, I own ICGE bigtime, as the bitter writer in Barrons probably doesn't. He's not up 700% in it either.

To: Tom Hua who wrote (992)	1/7/2000 8:24:00 PM
From: Jerry Miller	Read Replies (1) \| Respond to of 4187

i saw that this afternoon. stands to reason one of my new entries would come with a target attached. <g> if you're watching this one, a seat near the exit may not be good enough. let's see if we smell smoke on Monday.