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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (106234)	7/8/2000 5:43:41 PM
From: puborectalis	Read Replies (1) \| Respond to of 120523

ML(7/5) report on ICGE..'.believe this may be an opportune entry point...reiterate Accumulate/Buy rating.......ICG posed to appreciate once the market improves.the B2B IPO window opens and B2B sentiment returns more positive....the stock is more liquid which should mute the effect of the 144 sales going forward;cash burn beyond 2Q should slow significantly and ICG has several capital-raising options to fortify its cash balance when it sees fit...Lockup expirations are pretty much completed...we believe B2B is still a very big opportunity that will create some very valuable independent companies-some of which are likely to emerge from the ICG stable...Six of ICG's partner companies(ClearCommerce,CommerX,PaperExchange,LinkShare,Context Integration and ServiceSoft) are currently sitiing on file with the SEC waiting for the IPO window to re-open...more unfiled companies promising.....beachheads in Europe and Asia......several "homeruns" more than offset the "losers".....much of the negativity is already priced into the stock'

To: Jenna who wrote (106234)	7/8/2000 5:47:08 PM
From: puborectalis	Respond to of 120523

CIEN...Projected year 2000 Revenues are 800 million, yet, they carry a market cap well over 23 billion dollars. ....same scenario for SCMR....why I sold my position in SCMR.