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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Alex MG who wrote (9456)	11/30/2001 12:41:19 AM
From: puborectalis	Read Replies (2) \| Respond to of 99280

ICGE yahoo thread opinions................Re: Mr. DELPIANO: I am simply stating wh by: GDELPIANO Long-Term Sentiment: Strong Buy 11/29/01 10:00 pm Msg: 73831 of 73831 I never tried to pump this stock. I commented ONLY on days when the bears were falsly, unprofessionally, and selfishly bashing ICG and this whole sector to benefit a recent short position they took to make a quick buck while others who were sorrily stuck in it watched a sea of false and ignorantly erroneous information and worthless opinions about ICG be shared between stock holders. I was trying to stop the irrational slide with facts and realistic evaluation so others wouldn't take a heart attack when they saw it drop down to pennies. The company is not valued fairly. It is a time bomb...for the upside. The perfect example is Rightworks. Before I2 tech took a dump, ICG sold Rightworks for 114M at the WORST of times. Rightworks had only 10M in revenues per quarter and was far from profitable, had a shaky software product and was subject to extreme competition. They still got 114M for it. Today, ICG owns 100% of Logistics, E-credit, and OneCoast Network, and 65% CommerceQuest. Each have about 20M in revenues per quarter and are PROFITABLE, and with little competition in their respective fields. Each alone should be valued at least the same or double that of Rightworks. This translates into more than 800M of worth for these 4 companies alone. ICG has a few more good companies that also have decent worth, and public companies that may soon show strong profits as well (i.e., UAXS, VERT, EMRG,). ICG market cap right now is 350M...which is far below the combined value of their stronger companies. Catch my drift? One day the market is going to wake up and realize this and shoot ICG up to more realistic levels, once this black cloud is lifted from the market/economy. The direction of ICG's progress is where you should be following the trend line. NOT the trend line of the stock price. These types of statements are NOT a PUMPING. They are prudent and factual evaluations for those who truly care about their inevitable long-term positions in this company.