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I would appreciate your thoughts on Internet Capital Group (ICGE) and Verisign (VRSN)? Harmon: ICG to me has a great board of advisors but I`m not sure how much effectively the company can manage in terms of operating assets in the portfolio. Incenting new hires/employees with their market cap may also be difficult. ICGE benefits from being a first-mover in B2B investing but it`s too soon to tell if they can make good investments over time. Verisign (VRSN) as a company looks attractive as I believe digital authentication could be a huge market. But its valuation at north of $16 billion appears way ahead of reality for its $70 million trailing 12-month sales. --- |
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| aus der Diskussion: | ICGE - Steve Harmon - ... it`s too soon to tell if they can make good investments over time |
| Autor (Datum des Eintrages): | investor_007 (01.02.00 13:49:46) |
| Beitrag: | 1 von 5 (ID:413443) |
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