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Technology Stocks : Safeguard Scientifics SFE
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To: still learning who wrote (3734)12/22/1999 11:10:00 PM
From: Mark Sagarin  Read Replies (1) of 4467
 
SL, yes I'm still long SFE, and, as pleasantly surprised as everyone else by the wild ride that ICGE has given us all. I think the huge valuation gap between SFE, ICGE and CMGI is something that management needs to address. As has been noted here the public portfolio and private pipeline of SFE has never been stronger. Yet SFE is valued at 1/5 of CMGI and 1/8 of ICGE. Maybe we're all just cockeyed optimists, but, there truly does seem to be phenomenal upside potential for the shareholders of SFE.
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