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Technology Stocks : Safeguard Scientifics SFE
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To: michael r potter who wrote (2307)3/12/1999 10:14:00 AM
From: still learning  Read Replies (1) of 4467
 
Mike, as usual good analysis. Most important point is that SFE is now IMHO being seen as a back door into VERT. This is the reason I first bought -- as a back door into NOVL when you could essentially get SFE for the price of its NOVL holdings and the rest was free. Of course there's a gap today between NAV, but the upside potential is what's fueling demand.

I believe we will see 70 this year, possibly 80, as SFE has been dormant a long time and will now make a big run. Continuing this trend will be somewhat easy, since they have pent-up rights offerings that they have held back.
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