bob,
Thanks for the info. I stand corrected (I'd really like to know your source for the ownership data, too). I've updated my NAV spreadsheet to include the CCOR holdings (hey, it adds 3/4 of a $million, almost as much as NM), as well as the CVSN numbers from Premier's post (#1390), which I would also like to verify.
Even with that, and the rises today in CATP, CCSC, and DTPI, SFE is still trading at a greater than $6.00 per share premium! Either they are spinning off Dell Computer to their shareholders, the CMGI/KTEL thing has hit Safeguard, or David, you'll get your chance to get back in soon.
--John |
