Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: John Arnopp who wrote (2554)	4/12/1999 12:55:00 PM
From: Katherine Derbyshire	Read Replies (1) of 4467

I think we can all agree that SFE is no longer being valued based on the NAV, but rather on future potential of both SFE and the partner companies. Since Internet companies don't, in general, have any earnings, you can dream up any scenario you want to justify any price you want. Ditto for SFE and ICG. Me, I'm just enjoying the ride. I bought because of the rights offerings, but the performance of SFE itself has made my selling plans more technically-oriented. Rights or no rights, I'll sell and preserve my current profits rather than hold on while SFE returns to a "reasonable" NAV-based valuation. Shifting out of SFE and into ICG (for instance) seems like a better way to manage my finite capital than settling for the relatively small ICG holding (even if that holding is discounted) that I'd be entitled to as an SFE shareholder, especially if (as I expect) SFE plunges back to its NAV after ICG comes out. Katherine

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