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Technology Stocks : Safeguard Scientifics SFE

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To: LarryCPA who wrote (4208)	7/7/2000 11:23:08 AM
From: tuck	Read Replies (1) of 4467

Mike & Larry, I follow SCAI, and I like it at these levels. It'll be announcing 2q soon. Also like the IT companies such as CATP for several reasons. For one, they're cheap. IT managers are still not beyond Y2K spending freezes. But the pursestrings will loosen in the 2nd half. And the next generation pentium will be out, and the newer, less buggy version of Windows 2000 will be out. In other words, budgets and product cycles are converging in the 2nd half for some overdue good times for IT companies, IMHO. So I'm dusting off my DD on co.s like CHRZ, etc. What's happening here, anyhow? I can't find significantly negative news, but the stock looks like it wants to head for the 20s even on a good day. Must be some huge GTC order down there. Geez. Cheers, Tuck

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