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

To: michael r potter who wrote (4113)	3/25/2000 10:37:00 AM
From: michael r potter	Read Replies (3) \| Respond to of 4467

Last OT on the subject- I have a request. Relating to the previous post of liking good growth say 20% to 30% at modest PEs. Since you are a pretty tuned in group, could you either PM or OT mention a name or two that you follow in that category. No need to explain why, I'm just looking for companies of that type to do Due Diligence on. OR, maybe you have a web site that you could mention that specialized in that general area Thanks, Mike PS. I'll start out with one. Prepaid Legal Services PPD around $31.

To: michael r potter who wrote (4113)	3/25/2000 6:27:00 PM
From: MGV	Respond to of 4467

Mike, I agree on this point: "Overlooked in this market are companies that have been growing at say 25% and have PEs at 15 to 25. I do like growth. I guess the main point is that one should be careful of situations where investors are falling all over themselves to own them at any price because it leaves little room for error. If one has some growth stocks that are solid-well managed but not currently in favor, there are still risks, but also there is ample room for not only growth in earnings, but expansion of PE multiple if they become more in favor." I would propose FON/WCOM as an example. WCOM is no longer a 40% grower but I think it can grow at a blended 20%. CBS/INF is another using EBITDA growth instead of earnings growth. Others could be ZBRA, EFII, CGNX - technology companies all - with good management. SCI would have been a better example a week or two ago as it has begun to move but, it is the "after" to the profile you describe above. FWIW, I still like its performance prospects alot.