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

To: michael r potter who wrote (3127)	6/23/1999 10:09:00 AM
From: michael r potter	Read Replies (1) \| Respond to of 4467

Short term trading: FWIW, out of latest trading position near open, based on ICGE filing information and valuation issues. It just tipped the scales enough on risk a reward basis. Previous post was a very preliminary read, but will step aside for now. Mike

To: michael r potter who wrote (3127)	6/23/1999 11:55:00 AM
From: goro	Read Replies (1) \| Respond to of 4467

you are missing the estimated value of private holdings which will go public in the future so NAV of $26 + $27 + $private firms .5B-3 Billion = xxx. Try again.

To: michael r potter who wrote (3127)	7/9/1999 6:04:00 PM
From: still learning	Read Replies (1) \| Respond to of 4467

mp, relatively unnoticed, SFE has added 200-300 mm to NAV lately, w/ SCAI and CMPC runups making up most of it. ICGE and USIT could now take SFE to $2B of NAV quite easily, and any gains from underlying companies should extend that. Therefore, I think, despite the ICGE delay, we are on the cusp of a small run in SFE. Also, CMGI has had a big rtun lately, and I haven;t done the #s to see what 2/3 of CMGI mkt cap looks like right now (your original, and I think accurate, measure). Be interesting to check that. Also, relatively unnoticed Pac-West telecom is doing wuite well and could easily be in line for later this year. That will be a big home run for SFE. I think they'll wait till Pac West settles its PUC suit w/ Pac Bell and get the $50+ mm in revenue they've been withholding. We need USIT and ICGE to get scheduled and priced!! Did anyone hear of a reason for the delay?