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Technology Stocks : Safeguard Scientifics SFE

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To: robert miller who wrote (1387)5/16/1998 2:18:00 PM
From: John Arnopp  Read Replies (3) of 4467
 
bob,

I like you theory, because I would be very excited to own ICG, too. I agree it will be very popular. I don't like the timing though, because I don't have enough Safeguard yet (do you ever?). Also, as far as I know, ICG is still a Limited Liability Company, so they would have to incorporate first. (There must be a way too access those public records, huh?--probably in Delaware.)

The other possible reason is that people just like what they see in the 10-Q: www4.edgar-online.com. Also, why do you say Intellisource is out of the immediate future? Not that I think Intellisource, nor Who? Vision, would generate this kind of premium, either.

We will see what happens soon, I think.

--John
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