Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: tuck who wrote (4048)	3/17/2000 2:27:00 PM
From: still learning	Read Replies (1) of 4467

Thanks for your thoughts. So far the trend is against me, up 5 points since my exit. But I'm a patient person <g> and I can wait till Tuesday. Sometimes you've got to go out on a limb. I sure hope I'm right. But if I have to buy it back at $105-110, I'll still do it. My theory is that the factors you mentioned are in play, but not everone is truly sure that SFE is an inut or a momentum stock, so they'll be cautious. Opus is too small a holding to really drive the stock at these levels. Hot or not it shouldn't have a major impact. But I'm just being rational, since they only own 3.2 mm shrs before the DSSP. They'll "give up" 400k in the DSSP sn it'll be abvout 2.8 after the offering. Probably worth $100-150 in NAV, or maybe $1 per post-split share. In other words, big deal. My "dividend" is worth about $125 on a 28,500 holding (assuming 100 shrs SFE, and OPUS at $15 final pricing, which means $25 gain per OPUS shr X the 5 shares I get for a total of $125 per 100 shares). That's about a 1/2% dividend, even though it's too late to get it.

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