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Technology Stocks : Safeguard Scientifics SFE
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To: Rob Palmer who wrote (3727)12/22/1999 10:34:00 AM
From: still learning  Read Replies (1) of 4467
 
Someone's going to lock in gains this week or next. Re bob's point. SFE w/ a mkt cap of about 6.23B entering the day is well trailing the 6.7B it owns in ICGE entering the day. That doesn't include the other 2+ B in NAV for *publicly traded companies*, let alone the upcoming EMRG and OPUS IPOs. SFE could easily close the gap halfway between NAV by going up 25 points and still have 1B of NAV cushion to compensate for liquidity/taxes/discount/volatility in underlying stocks. In fact, since we're tapering off on this tun, it appears, and EMRG seems like a Jan IPO, we may see a bigger gap before a run that narrows it. All of course still depends in ICGE behaving and maybe even getting its (now expected) 25% per week gains (didn't the charts promise this to us?)

That means a correction for the market, while overdue, may not hit SFE much if at all, unless ICGE tanks.
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