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

To: llwk7051@aol.com who wrote (3386)	8/25/1999 4:33:00 PM
From: still learning	Respond to of 4467

Robert, don't put CMGI up on too much of a pedestal. Remember, up until maybe 2 yrs ago they really didn't have much of a track record either. Even if you say they have 4-5 yrs, compare that to SFE's record -- maybe 30 years, or whatever it works out to. TLAB, which I love as a stock, is only one company, and CMGI and ICGE are many companies -- that is part of their allure, the safety of covering many speculative "bets" thru one stock. And make no mistake about it the inutz are still very speculative, tho' very profitable bets right now. I think ICGE is coming into short term balance soon (today??) But it is not grossly overvalued given its upside. That doesn't mean I'm out buying it. Like Mike, I'm keeping what I have since it's not such a huge holding.