Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: Rick Bullotta who wrote (4199)	5/16/2000 12:06:00 PM
From: still learning	Read Replies (2) of 4467

Have they purchased any new shares in USDC lately? I've had a feeling for a long time that they should be exiting older investments, possibly including OAOT and USDC as well as CATP to move on. They don't appear to be following that strategy and take pride in sticking with their children throughout life, or until the child really needs to leave the nest (e.g. NOVL). Not sure they have a clear idea of when to exit any company. On onther matters, SFE is priced still at a premium above NAV and ICGE keeps taking 1 step forward and 3 steps back. This is worrisome. If ICGE can make a sustained run, that will be the next catalyst for SFE. With no major IPOs yet on the table, and the market apparently stuck in a trading range, there isn't much else that will impact the situation. All IMHO. Your thoughts?

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