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To: RocketMan who wrote (1171)	1/16/2000 4:55:00 PM
From: steve mamus	Read Replies (1) \| Respond to of 8096

I agree. I suspect that this my have accounted for some of CMGI's weakness in particular late in the week. ICGE more complicated B2B play with potential negative pentad short term (1)exhorbitant valuations even by internet standards with (2)too big a move in 1999, with (3)lockup ending with (4)the new overhang that hey!!! I will be a real business someday and have a real world P/E and (5)truly one of the stocks I really would not want to be holding the bag on if there was a real, real NASDAQ correction - in the short term very very risky in my opimion in the absence of new fundamental news.