Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: Bryan Steffen who wrote (2369)	3/18/1999 3:30:00 PM
From: still learning	Read Replies (1) of 4467

Valid comments. SFE is not yet what is says it wants to be. On the flip side of that, SFE need only have 1 or 2 home runs in its Internet holdings to boost its mkt cap substantially and gain inet credibility. If you look at many inet cos having $1-$10 B mkt cap, and a typical SFE IPO as having a $50 mm mkt cap, you can see that 1 inet IPO is worth 20-200 rights offerings. Another difference is that if SFE decides not to always do rights offeringsmthey can proably do far more IPOs than 2-3 per year, in effect speeding up the process. I see SFE as being able to achieve a mkt cap if $4-5 B quite easily. OTOH, I thought this before Mr. Musser went on CN-BS to say they were an internet co. As a "true long" (for many years) I'm worried about such quick runups (hard to believe that would be a problem) because they bring the poss. of huge pullbacks. I see SFE as having a decent shot at $150 share within 18 months if they have 2 or maybe 3 home run IPOs. If we went to $100 this week, I'd probably think about selling, but mine is in an IRA and there are no tax consequences to doing so. I would not know which way to go if it were in a taxable account.

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