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Technology Stocks : Safeguard Scientifics SFE

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To: William R. Polk who wrote (752)	8/21/1997 1:03:00 AM
From: William R. Polk	of 4467

Regarding TESI. Never really realized it before tonight of how "important" TESI is to the portfolio. TESI ranks #4 in terms of total valuation. Only CATP, CMPC and CCSC are higher. Watching the "action" on TESI is kinda like watching paint dry. Only 8 trades today. From what I read TESI has a very good product and I wonder why the company doesn't get more attention. Maybe the investment community figures that a competitor (like IBM, which also has an "asset-tracking" product, I believe) will blow them out in the future.

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