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Technology Stocks : Safeguard Scientifics SFE

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To: John Arnopp who wrote (1805)	10/18/1998 9:59:00 AM
From: robert miller	Read Replies (1) of 4467

John, I see that Who?Vision is a portfolio company of ICG. How does that fit? Also, TL Ventures had a position in WebLogic. WebLogic was recently sold to BEA Systems for $192 or 7.7 mil shares. I could not find TL Ventures share of WebLogic. This is just another example of SFE's holding in internet companies. I believe that it is their internet holdings which is and will continue to make SFE trade at a premium. I believe that you got out at the wrong time. Just my opinion. beasys.com bob

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