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

To: Rande Is who wrote (1021)	1/8/2000 4:14:00 PM
From: IJReilly	Respond to of 4187

Rande- Perhaps you have some information about an abrupt change in ICGE's corporate strategy, but otherwise I'd be very surprised to see them attempt to purchase a large public company such as the ones you mentioned. It has been ICGE's methodology,as has been Safeguard's practice for years (and Safeguard management is still heavily involved at ICGE) to invest in early stage private companies, nurture them, and then perhaps bring them public. Any change would be surprising indeed. I'm sure you know that ICGE already owns a big chunk of VERT. IJ Disclosure-short ICGE, long SFE

To: Rande Is who wrote (1021)	1/8/2000 4:18:00 PM
From: Carolyn	Respond to of 4187

So well said, Rande, so well said.

To: Rande Is who wrote (1021)	1/8/2000 4:59:00 PM
From: coachbobknight	Respond to of 4187

rande, you imply, though hypothetically, that icge will use its inflated currency to buy other b2b players...doubt it...would be antithetical to who they are...they seed, water, prune and retain equity stakes...<<oh yeah, and they add their special sauce...GMAFB...>> vert is a bad long term investment...their trade mag content model does not produce very much revenue...cmdx, with only a couple of verticals, has more revs than vert... icge's plunge this year will be reminiscent of pcln's fall from 165... so, so, so, so many more shares are going to be unlocked in the next 3 months... you long termers feel confident b/c you have seen a few lock-ups go unnoticed in the past but i suggest you look at the numbers with icge... the future supply is staggering...STAGGERING...100 million shares will come free in 2000... henry blodgett plays the role of analyst whore with aplomb...he did it with pcln as well...icge is merrill's largest client...blodgett gets on his knees and maria bartiroma unzips the pants and the two go to work on icge's mgmt and VCs...the lemmings get excited... we are dedicated sellers above 140...