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

To: Tom Bunge who wrote (3176)	7/1/1999 2:11:00 PM
From: still learning	Read Replies (1) \| Respond to of 4467

Somewhat OT -- Re FCGI -- there's not a lot of info out there right now on FCGI. Wondering what, beside the possible sale by the family of the founder's estate, could be pounding this stock so hard. Other SFE companies that I thought would have shown some progress -- DTPI, CVSN, OAOT, TESI have shown flashes, but no concerted advances. I think when the "little guys catch fire, a la SCAI, we'll see a bonafide SFE run (not just this technical adjustment/ witch doctor stuff ;}.) Anyone care to comment on FCGI iun particular, as I've personally been pounded there from 12-13 to sub-10. I'd even be interested in technical views, just to keep mike in the conversation ;}.

To: Tom Bunge who wrote (3176)	7/2/1999 1:34:00 AM
From: michael r potter	Read Replies (1) \| Respond to of 4467

-OT- Tom, regarding Dell. There are certainly a lot of pros and cons. I subscribe to The Option Advisor by Bernie Shaeffer. He knows T/A far better than I. For the June and July issue, he has featured Dell as one of his 6 long call recommendations. Here is why. Dell beat analyst expectations 5 of the last 6 quarters. Its June rally of 25% has lifted it above its 10 and 20 day M/A that have been resistance since mid-May. Option activity indicates pessimism toward box makers a contrary sign. 11 of 31 analysts rate DELL a "hold" indicating wariness and room for upgrades. Put me in the wary camp. With no position, it seems to me that for several quarters, after a good earnings announcement, the stock tanks. I am surprised they have been able to keep margins and ASP as high as they have with the brutal price competition. Many think margins will come down. Estimates are for 34% growth to $.98 for next year and $.73 for this year. [Jan.00]. Competitors are trying to close the gap in terms of getting their costs down to more effectively compete. But, it is a great, well managed company that executes better than anyone. Still, a $93 Billion market cap. seems excessive. There are descending trend-lines that have capped rallies from the top. Right now, it would have to break about $41 to overcome that. Maybe I'm just sore because they have given my poor little CompuCom fits for years and by owning 25M. or more shares, have given our beloved SFE grief. :). Mike