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Technology Stocks : Safeguard Scientifics SFE

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To: John Arnopp who wrote (1053)2/4/1998 9:14:00 AM
From: still learning  Read Replies (1) of 4467
 
Seems to me Sanchez and CATP are the inflection points right now. CATP making a run, but I kind of hope SFE is using the chance to cash in and exit a bit, though had they done so earlier (like me) they'd have left a lot on the table.

What's going on with Sanchez? A month ago, I was thinking the SCAI's the limit. Now it looks like the SCAI's falling (it is!).

To get the real recognition of NAV, I think we need a double-header -- two rights offerings simultaneously. Don't think it's ever in the cards, but maybe one of the sub-subsidiary spinoffs can accomplish that through timing to match Documentum. Mostly wishful thinking and entirely unsubstantiated...
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