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Technology Stocks : Safeguard Scientifics SFE

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To: Tom D who wrote (3299)	7/29/1999 11:08:00 AM
From: still learning	of 4467

comparing ICGE to DSCM is meaningless. CMGI is a comp. SFE is a comp. You're buying a VCV firm, not a .com so why compare a collection of companies to one company? Also, w/ $550 mkt cap built in via VERT, I would follow your orig. trail -- add up expected value of underlying companies. Don't know what to price them at? Neither does anyone else. Alll you can do is follow USIT, VERT, and other IPOs and make some assumptions. Don't get caught up in shares outstanding discussion. Most of them are not true flaot, and dilution is a function of NAV, not true earnings. Also, see my note re "true" IPO after subtracting SFE, GE and other spoken for shares. It's only something like 5-6 million, I forget exactly. ICGE will open at at least $25 share. is it a good buy? I think so. Look to see it at 1/2-3/4 the mkt cap of CMGI (currently about $8.6 B)

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