Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: michael r potter who wrote (2637)	4/16/1999 2:19:00 PM
From: still learning	Read Replies (1) of 4467

OT -- Micahel, I have been moving steadily into oil services and exploration stocks. Still some very good values there. Wondering what to do with Internets -- add more SFE and SFE-like candidates, or stand pat and let things run their course. some interesting feedback from a corp-fin. guy at a top 10 IB frim yesterday. He said the intertet craze has about a year left. By that time many of these no-earnings companies may have to put up or shut up. Between now and then? who knows. I think the institutional investors and funds have rolled over and are broadly covering their bets by indiscriminantly buying anything internet, but it won't take much of a scare to spawn a flight to quality. Are we in a scare? I don't think so -- this is just a pause. But it's a game of musical chairs and no one knows when the music's going to go off.

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