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Technology Stocks : Safeguard Scientifics SFE

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To: robert miller who wrote (1392)	5/19/1998 1:03:00 PM
From: John Arnopp	Read Replies (1) of 4467

bob, I think it would stink. CCOR is least known (and, I believe, least loved). Safeguard reduced its holding to zero, and may not be on good terms with CCOR management. I don't think AXSI would benefit from a company with a string of losses and not too much to offer. CCOR (along with NM) is a reminder that SFE is not always right on, even when they try hard (I think they got USDC turned around, though, no?). I'm much more hopeful about the AXSI/XL Vision/Who? Vision combination that I see coming. Is there something you see in CCOR you like, or in the combination? I'm still wondering what's driving SFE up, uP, UP so much. All this momentum in this toppy market is scaring me. I don't know whether I should sell some SFE now and buy it back later (cheaper), or if something crazy is about to happen. I need a vacation. --John

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