Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: michael r potter who wrote (4215)	7/19/2000 3:18:03 PM
From: still learning	Read Replies (1) of 4467

Mike, I can't figure out why SFE is stuck 4-5 points below SFE. NAV is about 3B (3.2 entering the day) for SFE right now and it's mkt cap entering today was $4.2. So there's no discount to NAV happening, but I've not updated my tracking of holdings in some time. I suspect there are some discrepancies, but since ther've been no IPOs I do not think they are very large. So, the Q is, overpriced or underpriced? Your charts-based view of ICGE would indicate SFE gets pulled up. I have no strong opinion for or against right now (anyway I'm not a net buyer of stocks right now and am busy selling for some personal reasons unrelated to SFE or other valuations.)

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