Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: Mark Sagarin who wrote (98)	12/22/1999 3:12:00 PM
From: still learning	Read Replies (2) of 4467

SFE is now at a practically absurd 44% discount to its holdings, compared to say 10% traditionally (before ICGE). Today I show NAV of over $9.1 B, with ICGE up 9 points and accounting for a $315 mm increase. But even without that, SFE is so heavily discounted it makes me wonder if I'm doing the math right!. NAV is at $257. I sure wish I had some $$ to throw at it now, and I may free some up. (It already accounts for a huge share of my portfolio, but I may increase my leverage even still. Again, I see SFE well into the $200+ range unless ICGE collapses. Mark, are you still in SFE at all?

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