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Technology Stocks : Safeguard Scientifics SFE -- Ignore unavailable to you. Want to Upgrade?

To: avanti77 who wrote (3040)	6/7/1999 12:17:00 PM
From: Tom Bunge	Respond to of 4467

Sndiego, I would like to help you but I feel that other members on this board are better informed than I am. I am especially thinking of Wellab for your first question; and M. Potter on the second one. Mike and Wellab ... if you hear me ... could you take over? Think that it would be helpful for all. Also, I am sure both of you have an opinion as to the sizeable trades we discussed over the week-end, their interpretation and potential short term implications. Cheers - TB

To: avanti77 who wrote (3040)	6/7/1999 12:27:00 PM
From: still learning	Read Replies (1) \| Respond to of 4467

SFE owns 3.374 mm shrs TLAB Less than 1%. IMVHO, SFE's "worth" depends fundamentally on the valuation given to its underlying assets -- and right now that is driven by the nutz. Since those valuations are changing daily, it's very hard to say. In 12 mos, I believe SFE will be back over $100 shr, but whatever I or anyone else says is pure conjecture right now, since it must be driven by what happens in the market. SFE does have 3-4 IPOS scheduled for the next 6-9 months, so we are clearly headed into an up time for the company.