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

To: Sam Citron who wrote (1214)	2/2/2000 11:56:00 AM
From: KevRupert	Read Replies (1) \| Respond to of 4187

Sam, I appreciate your insights and thoughts. Thank you. advalorem

To: Sam Citron who wrote (1214)	2/2/2000 12:09:00 PM
From: still learning	Read Replies (1) \| Respond to of 4187

Sam, I don't think SFE would have sold $100 mm in stock if they were going to sell a big chunk of ICGE just a month later. IMHO, SFE will hold, even tho they would like to reduce their exposure, because they seldom exit any stock this early, or even reduce. In fact, they held CATP for years beyond the prime selling oppt'y even tho' conventional wisdom said to reduce their exposure, as it was at the time their largest holding with about $400 mm - 500 mm in NAV value (imagine that compared to ICGE!). But still, they will likely sit pat as they know any intention to sell on their part will hurt the stock price as the market says "oh no" even to small sales. All IMHO.