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Steve,

I read your analysis religiously! Please let me know what do you think
about ICGE-Internet Capital Group?

Harmon: I am impressed by ICG`s advisory board but haven`t seen ICG make
phenomenal investments in its portfolio so far.
Right space in B2B but the company hasn`t had any huge Internet investment
successes yet. I heard they just did an investment at what I thought was a
ridiculous valuation also, so I`m not sure if ICG is making targeted
investments or just investing in a shotgun style. I think ICG may have to
buy big to stay deemed an "operational" company within the SEC guidelines.
But buying big may be difficult since few firms may want ICGE shares at such
high levels as currency.
 
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  (07.02.00 11:00:50)
Beitrag: 4 von 5 (ID:436655)
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