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

To: puborectalis who wrote (1090)	1/11/2000 7:36:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 4187

great analysis from RB " I nternet Capital to Rise Despite Fears: Grandiose Internet Capital Group finished Monday's trading session off 8 1/8 points, or 4.67%, to close at 165 3/4. Internet Capital traded as low as 155 3/4. It was quite an impressive performance considering Barron's bearish opinion of the stock this which ran this weekend. It should be noted that retail investors made up a large percent of Monday's trading volume. As retail investors lightened their position of Internet Capital, Institutional investors decided to stand firm. Institutional investors are fully aware of the "Barrons effect": retail investors selling in panic mode thinking the aritcle is news. (That's hardly the case. Barrons articles are opinion, not news. Because they are a weekly magazine, they are unable to break important stories cover breaking news. Put another way, Barrons is full of commentary and facts that investors are already aware of.) Eventually, as the dust settles, the Barron-trashed stock rises and those who have sold out or sheer panic find themselves bidding up the same stock at much higher prices. So it is a rather funny picture: Whild retail investors panic, Institutional investors sit tight and add to their position on the dips. WHY INTERNET CAPITAL WILL CONTINUE ITS CLIMB NORTH Why will Internet Capital continue its rise north? Internet Capital will have a lot of stock-boosting news to share in 2000. Expect news from any of Internet Capital's 47+ partner companies at any given moment. INTERNET CAPITAL TO BRING PARTNER COMPANIES PUBLIC: Internet Capital has said publicly that it plans to bring 12 of its partner companies public Candidates in 2000. Among the IPO candidates: --Benchmarking Partners --Deja.com --CommerX --CommerceQuest --Universal Access --ComputerJobs.com --eMerge Interactive --ONVIA.com Investors anticipating demand for these companies should provide a boost for Internet Capital shares. EVERYONE HOPES TO DO BUSINESS WITH INTERNT CAPITAL Internet Capital has teamed up with AT&T, FORD, GM, IBM and DELL. When AT&T made an investment in Inernet Capital, the Company said it has plans to do business with Internet Capital. In a September '99 Fortune Magazine article, Michael Dell, after recieving one million shares of Internet Capital, hinted that his company might want to form partnerships with several companies in Internet Capital's stable. Expect to hear similiar partnerships with FORD, GM and IBM in the near future. INTERNET CAPITAL TO INVEST $1.4 BILLION In a seconday offering of stock and dedt, Internet Capital raised over $1.4 billion dollars. What will Internet Capital do with that money? CEO Walter Buckley has said that his company wants a stake in 50 markets that represent the largest Business-to-Business opportunities. Currently, Internet Capital has a hold of 25 of those 50 markets. Buckley will be making a lot of noise tyring to invest in the next 25 markets througout this and next year. This noise will be music to shareholders' ears. STOCK SPLIT? One last thing to consider: Should Internet Capital's stock reamin at its current level, the Company may find it wise to split its stock again when the Company releases its upcoming quarter's earnings report. A BRIEF LOOK AT INTERNET CAPITAL'S LOCKUP Needlesss to say, Internet Capital's lock up periods will release a lot of shares to the Market. However, do not expect, as Barrons reported, for big blocks of shares to be sold by insiders. This company has a lot to accomplish and is far too young for insiders to be selling a huge stake so early on. Besides, ICGE has been trading for a mere five months. It is believed that a scant segment of insider shares will be sold in upcoming lock up periods. IN SHORT The outlook for Internet Capital remains bullish. Internet Capital Group is expected to remain the clear leader in the Business-to-Business space in 2000. Internet Capital stock will continue its northwardly movement in 200 due to a steady flow of stock-boosting news. Internet Captial provides a unique opportunity for investors to benefit from the Business-to-Business boom. Raging Bull TOS