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Technology Stocks : Safeguard Scientifics SFE
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To: michael r potter who wrote (3410)9/1/1999 10:50:00 AM
From: still learning   of 4467
 
As of today, I have NAV at 71.

USA today piece on SFE/DSSPs, includes ICGE and USIT.SFE says 5 more DSSPs in next 12 months. 2 this fall. Lists 19 SFE-owned internet companies (not all true inetx, but hey)

I'm a bit worried that $1.5 of $2.5 B in NAV is ICGE, but that's no worse than CATP once was. No sales or hedging possible for ICGE at this stage, so SFE will not be taking any money off the table. Be interesting to see how they account for ICGE -- is it mark to market also? That would dramatically change this qtr.
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