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Technology Stocks : Safeguard Scientifics SFE
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To: michael r potter who wrote (3327)8/6/1999 10:31:00 PM
From: LarryCPA  Read Replies (2) of 4467
 
Mike, I think that you are selling SFE's pipeline somewhat short. Who would have predicted Sanchez' success, for example. CVSN has it's FDA approval, in 2 years that stock will be 50. The old non-internet holdings of SFE do generate some quite good companies and SFE has a fairly large share in those companies. They will not rush them to market so the wait is sometimes tortourus but they come and they add value. IMHO a 50% premium would not be unreasonable. (Which is where they are now, isn't it?) I think that a lot rests on USIT to determine the short term direction of SFE. Long term is certain and up IMO.
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