Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: john shoemaker who wrote (2542)	4/11/1999 10:19:00 AM
From: elvisdoc	Read Replies (1) of 4467

Thanks for typing that out, John. The new Safeguard website is impressive if you haven't visited it recently. Email alerts function is useful. It appears these guys are going for Internet plays in big way in the future, so older ideas of valuing SFE may not apply for long. A thorough reading of their website is recommended, philosophy reminds one of what Buffet might do if he liked techs/internet. Now there is a thought of missed potential that staggers the imagination. Newer emphasis on internet startups does make evaluating SFE more challenging...would not buy at these levels but a dip back to the mid-70's would be a great opportunity to add to my position. Don't know if we'll get back there any time soon but will buy on weakness this week, if possible. Institutional money is now coming in...SFE has appeared on the bigger firms radar screen, as your research article demonstrates. I look for more analysts to begin coverage soon, especially around the time of the ICG deal, maybe sooner if conference call has good guidance. By the way, ICG has an interesting web site as well, with SFE well-represented. Thanks again for your response.

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