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Technology Stocks : Safeguard Scientifics SFE
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To: llwk7051@aol.com who wrote (3086)6/14/1999 11:28:00 PM
From: PCKL  Read Replies (2) of 4467
 
Your gloom and doom talk ignors that fact that there will be 5 or 6 ipo's coming out this year. The high quality stuff, like ICG, are and will continue to do well. ICG will add substantially to the NAV of sfe. I believe the days of the portals, b to consumers, bid.com's are over. The next wave is the b to b companies, which are going to show the biggest revenue growth rates and the brightest profit potential. In time Wall Street will recognize this potential and sfe will rise accordingly. I will hold as long as it takes. I believe by the end of the year we should be up to 100's again.
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