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Technology Stocks : Safeguard Scientifics SFE
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To: Michael Young who wrote (3073)6/10/1999 11:54:00 PM
From: kcmike   of 4467
 
Michael,

*OT*

I respectfully disagree with the "bed-wetting" by CMGI. The conference call was well received by analysts, and it seems to be generating a lot of excitement with the "SFE-like" Direct Share Offerings.

But you may be right short term. Those not understanding the underlying value of CMGI, and just looking at earnings, will probably panic and sell.

Mike
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