Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: michael r potter who wrote (3156)	6/30/1999 8:09:00 AM
From: Eye2Net	Read Replies (1) \| Respond to of 4467

This thread reminds me that the valuation models we typically resort to in evaluating SFE...NAV, value of the rights offerings, ICG, etc, etc, etc...underestimate what is at the heart of this company. It is a going concern, a _growing_ concern that is not content to stand still at today's NAV. Witness the recent SOTAS investment. Pete's got money to invest, and he's on the hunt for new opportunities. So the NAV does not just have a "cash" component, it has an "opportunity" component. And we have lots of history to know that SFE does pretty well with their opportunities. I agree the management team is another undervalued asset here. But so is the nuturing approach followed by SFE with their fledglings. Does CMGI have the same kind of approach? This could be a key factor in comparing the two.