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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (1376)3/1/2000 8:15:00 AM
From: Tom Chwojko-Frank  Read Replies (1) | Respond to of 1817
 
Did anyone else listen to the SFE conference call yesterday on vcall or radiowallstreet? It sounded to me like SFE was moving away from B2B (leaving that to ICGE) and moving towards internet infrastructure with this reasoning:
$B2C << $B2B << $infrastructure

Did I understand that correctly?

Thanks,
Tom



To: gdichaz who wrote (1376)3/1/2000 8:46:00 AM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Cha2, I think if you were to talk to Ken Fox or Mike Buckley from ICGE, they'd tell you that ICGE does at least as much if not more than SFE in "nurturing" their investment portfolio throughout their life cycle, including post IPO. This is the foundation upon which everything is being built at ICGE.

I think you are underestimating what ICGE is putting together "under their hood".

Just my opinions as usual.
Teflon


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