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Technology Stocks : Safeguard Scientifics SFE
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To: michael r potter who wrote (2737)5/3/1999 7:44:00 PM
From: elvisdoc  Read Replies (1) of 4467
 
Michael,
Your posts continue to be some of the most insightful and concise of any board I read. Welllab also does an excellent job and it could be that both of you are right...we will only know in hindsight if SFE is drastically undervalued or overvalued right now or even how to value it...the P/E however, doesn't help me much in evaluating this company right now. Tells me alot about Tellabs though.... Agree this holding will not keep on laying golden eggs forever but I too believe in SFE management ie execution going forward. I stick to my strategy of picking up a little more at every 10 point drop.

OT Your comments on NITE and your previous prophetic posts on SWS come to mind...you are saying that based on forward '00 earnings, NITE has a P/E of 20-30 now. I agree and so does the market. I have tried to buy NITE on weakness...problem is, there hasn't been much. And now SWS has gotten away from me...hoping for another opportunity soon.

As related to your market outlook,(which I agree with), would NITE be an exceptionally risky stock to buy possibly going into a correction...ie if the market tanks, doesn't the MM stand to lose more than others? Isn't this where SWS would be a safer play, should it drop below 50 again.

Your thoughts?

Thanks again,
elvis
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