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Technology Stocks : Safeguard Scientifics SFE
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To: LarryCPA who wrote (3394)8/26/1999 12:09:00 PM
From: still learning  Read Replies (1) of 4467
 
With the exception of TLAB, SFE portfolio is hitting on all cylinders lately (some much more than others <g>).

I show NAV as back over $2.1B. That works out to about $60 shr.

Not sure who the next IPO will be. Who was in line, but it may well be pacwest telecomm, especailly if they win their $50-100 mm suit against Pac Tel. The have been growing very well and seem mature enough to bring out. Also, multigen was mentioned a while back, but when I last spoke to a high ranking ex exec there, he said they may well be some time before going public. I think SFE needs to bring out strong companies, and clear out some "trailers" too. Anyone in hte pipeline 5+ years needs to s--- or get off the pot.
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