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

To: michael r potter who wrote (4215)	7/18/2000 3:16:42 AM
From: michael r potter	Read Replies (1) \| Respond to of 4467

Stephen, good buy on SFE a while back. Robert Miller, thanks for the ACAS alert. O.T.[spam] One company I'm very impressed with reported earnings today. It's PrePaid Legal Services. Earnings up another 30%. Have owned it a while and followed it much longer. They appear very well managed. PE is only about 16X next years earnings. Not a newcomer, they have a solid history. PPD has been buying back stock and today announced an expansion of that program. NO quick double but a nice gain today on solidly higher volume. This one is a put away for years stock for me-a core holding just like SFE, but much less volatile than SFE. Here is a chart if interested. You can click on news within or company description within the chart page contents. thanks, Mike askresearch.com

To: michael r potter who wrote (4215)	7/19/2000 3:18:03 PM
From: still learning	Read Replies (1) \| Respond to of 4467

Mike, I can't figure out why SFE is stuck 4-5 points below SFE. NAV is about 3B (3.2 entering the day) for SFE right now and it's mkt cap entering today was $4.2. So there's no discount to NAV happening, but I've not updated my tracking of holdings in some time. I suspect there are some discrepancies, but since ther've been no IPOs I do not think they are very large. So, the Q is, overpriced or underpriced? Your charts-based view of ICGE would indicate SFE gets pulled up. I have no strong opinion for or against right now (anyway I'm not a net buyer of stocks right now and am busy selling for some personal reasons unrelated to SFE or other valuations.)