Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: michael r potter who wrote (4071)	3/19/2000 9:26:00 AM
From: cooksbay95	Read Replies (1) of 4467

Mike, Thanks for new chart. Yes it does look better. It seems to me that SFE is finally being some credit for its terrific B2B assets beyond it's ICGE holdings. Let's face it it's only weeks since SFE's holdings (ex-ICGE) were valued at zero. Now they are valued at approx $5.8 Billion out of the $10.2 Billion total cap. I don't know what's a reasonable valuation of the non-ICGE holdings but this is more sensible than zero ! The thing that I like about SFE even at current prices (tho' I'm not buying more) is that ICGE seems to have stabilized ... last week saw 35 million more ICGE shares coming off lock-up and it still held up pretty well. If it was going to get killed last week would have been it! ? There is another huge block that comes off lock-up later in the year tho'. Since the biggest vulnerability to SFE's price appears to have stabilized I'm holding on ! ... and I've been wrong many times before! Cooks

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