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

To: craig crawford who wrote (1822)	12/22/2000 12:46:31 AM
From: bob zagorin	Respond to of 4187

dream on craig. just be ready to cover quickly.

To: craig crawford who wrote (1822)	12/22/2000 8:47:39 AM
From: Madharry	Read Replies (1) \| Respond to of 4187

ICGE is going to survive. better short something else.

To: craig crawford who wrote (1822)	12/24/2000 10:13:58 PM
From: FR1	Respond to of 4187

How are they going to get that cash out of their partner companies? They are burning through it. Early this year ICGE could see the writing on the wall. AG was going to make the IPO market impossible. So ICGE pulled out of the market and spent the summer buying BtoB companies for cheap. Although it hurt, they bought them for cash so ICGE would not dilute the value of its stock. ICGE stopped shopping at the end of the summer. If you made the mistake of charting their spending into the future based on the summer, you would think they were going to burn out of cash fast. Not so. This fall the CEO had really bad things to say but that was because nobody could understand what it would take to make the feds start lowering rates. Now it seems we will get the feds to start lowering rates within a month. IMHO, once we are down 1/2 point (which may be in 30 days) the IPO market will start heating up. When it does, ICGE and CMGI will be the two main targets. For this reason I think we will be very much higher in 6 months. It is all a question of how fast the investment community can come back from the fed induced sell off. If this was the 1970s I would say that we tank into a recession for years. Today, however, we have a very strong driving force in the internet and consequently will recover very quickly. We lost trilions of dollars of value and there are trillions of dollars sitting on the sidelines. The smart money is buying now.