Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Seeker of Truth who wrote (86)	9/4/1999 12:46:00 PM
From: gdichaz	Read Replies (1) of 1817

Malcolm: Re your "extreme view" - an example: Talk : Misc (Tech) : Safeguard Scientifics SFE To: MKTsavvy (3422 ) From: Larry Greenstein Saturday, Sep 4 1999 11:05AM ET Reply # of 3423 Mkt, On an NAV value SFE is undewrvalued, but short term i think a lot of their holdings are somewhat overvalued, so it is about fair value IMHO. Long-term however, I still see SFE as a goldmine. The private companies will have some great winners, if the reliance on the I-net doesn't interfere with their funding of their other companies. XL Vision has a lot on it's plate, for example. I've held SFE since 1981 so I'm a little biased, but if I hadn't sold off peices of my holdings my investment would be up 6600% not including spinoff profits. I can't see ever selling the bulk of my position.

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