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Technology Stocks : Safeguard Scientifics SFE
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To: John Arnopp who wrote (1386)5/16/1998 9:39:00 AM
From: robert miller  Read Replies (1) of 4467
 
John,

I would like to take a shot at what is driving the stock price. I say ICG and/or XLV. I think ICG will be their most talked about IPO in history. Many people will here about SFE for the first time. The media will probably hype the IPO and SFE. David--maybe you better get back in.

With Intellisource out of the immediate future, I expect Who?Vision and ICG to be the next two rights offerings. I think there is a small chance that ICG will be next.

bob
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