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

To: avanti77 who wrote (3043)	6/7/1999 3:46:00 PM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 4467

Don't rely on sfe eps number. It is not from operations but mark to market for tlab. Every time tlabs goes up or down sfe earnings are following its move. At some point, I assume sfe will actually sell tlab since it is treated as an investment held for resale. When they sell tlab that source of income will disappear. If you are buying based on earnings, you need to closely review the financial statements to get a clear understanding. I know many people on this board are comparing sfe to cmgi. I think that is a mistake. Internet Capital Group may be comparable but not sfe. In my opinion, Sfe is up because of the Internet Capital Group ipo and to a much lesser extent all of its other public an private holdings. Good luck to all but after the Internet Capital Group x date, it is my personal opinion that sfe will go back to trading closer to net asset value of public companies. If I am correct, what Internet Capital Group market capitalization will be is the key as to whether sfe goes up or down. Robert D.

To: avanti77 who wrote (3043)	6/7/1999 4:16:00 PM
From: still learning	Read Replies (1) \| Respond to of 4467

Perhaps I should have said within 12 months. I have actually felt that SFE would retest 100 in the short term. I am a bit more catious of late, since it has had trouble once it gets into the 90s and I am turning very cautious about the inutz as a whole. Typically SFE runs up just before an offering then pulls back right after. We will see if that is the case this time, since this is a new type of IPO for them. BTW, on a separate topic, I spoke with Sandy Mertland in SFE IRT and she said WRT establishing an indication of interest in the directed offering, all you really need to do is to keep up on SFE announcements and then call your broker once the offering is priced to tell them you are entitled to participate and give them instructions to inform SFE of your interest and issue a buy at offering order. I myself am a bit skeptical, since both Schwab and my bank (where I hold IRA shares) have screwed up regular offerings in the past -- so I'm probably going to call both my brokers, plus SFE and send written instructions to both to make sure.