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

To: michael r potter who wrote (4071)	3/18/2000 9:26:00 PM
From: michael r potter	Read Replies (2) \| Respond to of 4467

SL and others, This is the chart I normally call up each day. askresearch.com Just looking at this plus seeing how it acted -[very well!]during the midweek NASDAQ selloff, I'd say this is quite bullish. Have seen situations just like this in the past, and the stocks run a lot more. The thing that I don't know about is the split. It just seems with so many big gains people have under their belt that when the extra shares are credited to their account, it will be mighty tempting to sell some. Enough demand to soak it up? don't know. Is this post hedging on a bullish call...yup. Mike [PS]Duncan, I tried holding certificates [not SFE], but ended up sending the certificates back to sell. It is an excellent idea though-probably the best. The more hoops to jump through, the better. Have a 401K. Was going to change-sell things dozens of times. There is a delay of 7 days between when the change request is made and execution. It spooked me into doing nothing every time. THANK GOODNESS!.

To: michael r potter who wrote (4071)	3/19/2000 9:26:00 AM
From: cooksbay95	Read Replies (1) \| Respond to of 4467

Mike, Thanks for new chart. Yes it does look better. It seems to me that SFE is finally being some credit for its terrific B2B assets beyond it's ICGE holdings. Let's face it it's only weeks since SFE's holdings (ex-ICGE) were valued at zero. Now they are valued at approx $5.8 Billion out of the $10.2 Billion total cap. I don't know what's a reasonable valuation of the non-ICGE holdings but this is more sensible than zero ! The thing that I like about SFE even at current prices (tho' I'm not buying more) is that ICGE seems to have stabilized ... last week saw 35 million more ICGE shares coming off lock-up and it still held up pretty well. If it was going to get killed last week would have been it! ? There is another huge block that comes off lock-up later in the year tho'. Since the biggest vulnerability to SFE's price appears to have stabilized I'm holding on ! ... and I've been wrong many times before! Cooks