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Technology Stocks : Safeguard Scientifics SFE
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To: John Arnopp who wrote (2239)2/8/1999 5:03:00 PM
From: Rob Palmer  Read Replies (1) of 4467
 
John, have you noticed how nicely CMPC & CATP have been doing over the last week or so? Today alone CMPC was up 27.5% and CATP was up 5.5%. DOCC & OAOT have also been doing better. I will grant you the premium to the public portfolio NAV in SFE's price is quite large, however, what are your thoughts on the NAV playing catch up? All of the public components were beaten up in a serious way during the second half of last year and, with the exception of SCAI, haven't recovered much until recently. CMPC, CATP, etc. are due for a significant rally and in my opinion, we are only in the early innings.

Rob
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